+158.3%
VEA vs BIL
+30.3%
+128.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | +0.2% |
| 7D | +2.3% | +0.1% | +2.2% | +2.7% |
| 30D | +0.2% | +0.3% | -0.1% | +2.1% |
| 3M | -5.3% | +1.0% | -6.3% | -0.4% |
| 6M | -0.9% | +1.9% | -2.8% | +9.4% |
| YTD | +12.2% | +3.2% | +9.0% | +32.6% |
| 1Y | +16.1% | +3.7% | +12.4% | +41.0% |
| 3Y | +73.0% | +13.8% | +59.2% | +249.0% |
| 5Y | +53.7% | +20.3% | +33.4% | +325.6% |
| 10Y | +159.3% | +26.2% | +133.1% | +860.9% |
| All | +158.3% | +30.3% | +128.0% | +1,008.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling