+124.4%
VGT vs BIL
+14.1%
+110.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.5% | +0.1% | +1.4% | +2.1% |
| 30D | +0.5% | +0.3% | +0.2% | +3.0% |
| 3M | +5.3% | +0.9% | +4.4% | +13.4% |
| 6M | +32.4% | +1.8% | +30.6% | +50.7% |
| YTD | +28.6% | +2.5% | +26.1% | +51.2% |
| 1Y | +37.6% | +3.7% | +34.0% | +75.2% |
| All | +124.4% | +14.1% | +110.4% | +325.9% |
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