+1,773.0%
VGT vs BIL
+31.3%
+1,741.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +5.6% | +0.1% | +5.6% | +6.0% |
| 30D | -10.6% | +0.3% | -10.9% | -9.4% |
| 3M | -6.9% | +0.9% | -7.8% | -3.2% |
| 6M | +0.9% | +1.8% | -0.9% | +9.1% |
| YTD | +20.4% | +3.1% | +17.3% | +37.3% |
| 1Y | +17.4% | +3.7% | +13.7% | +36.8% |
| 3Y | +106.3% | +13.8% | +92.5% | +256.7% |
| 5Y | +107.9% | +20.2% | +87.6% | +359.9% |
| 10Y | +730.9% | +26.1% | +704.8% | +2,216.4% |
| All | +1,773.0% | +31.3% | +1,741.7% | +5,312.6% |
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