+73.0%
VEA vs BIL
+13.4%
+59.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.7% |
| 7D | 0.0% | +0.1% | -0.1% | +0.2% |
| 30D | -1.4% | 0.0% | -1.4% | -1.2% |
| 3M | -4.1% | +0.6% | -4.7% | -1.1% |
| 6M | -1.3% | +1.5% | -2.8% | +6.5% |
| YTD | +12.1% | +2.8% | +9.3% | +24.9% |
| 1Y | +16.1% | +3.3% | +12.7% | +31.1% |
| 3Y | +73.0% | +13.4% | +59.6% | +75.5% |
| All | +73.0% | +13.4% | +59.6% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BIL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling