+1,906.1%
VGT vs BIL
+30.4%
+1,875.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.5% |
| 7D | +1.0% | +0.1% | +0.9% | +1.4% |
| 30D | +1.3% | +0.3% | +1.0% | +2.7% |
| 3M | -1.1% | +0.9% | -2.1% | +2.9% |
| 6M | +32.6% | +1.8% | +30.8% | +43.3% |
| YTD | +29.0% | +2.4% | +26.5% | +42.9% |
| 1Y | +39.7% | +3.7% | +36.0% | +63.1% |
| 3Y | +120.9% | +14.2% | +106.8% | +287.8% |
| 5Y | +133.6% | +19.4% | +114.1% | +401.7% |
| 10Y | +792.6% | +25.2% | +767.4% | +2,309.5% |
| All | +1,906.1% | +30.4% | +1,875.8% | +5,532.0% |
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