+743.6%
VLO vs BIL
+25.6%
+718.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +2.9% |
| 7D | -6.5% | +0.1% | -6.6% | -6.7% |
| 30D | -17.8% | 0.0% | -17.7% | -17.3% |
| 3M | +19.6% | +0.6% | +19.0% | +19.2% |
| 6M | +49.3% | +1.5% | +47.8% | +46.8% |
| YTD | +122.4% | +2.8% | +119.6% | +115.4% |
| 1Y | +107.4% | +3.3% | +104.1% | +99.6% |
| 3Y | +223.1% | +13.4% | +209.6% | +164.4% |
| 5Y | +432.2% | +19.8% | +412.4% | +248.1% |
| 10Y | +743.6% | +25.6% | +718.0% | +376.7% |
| All | +743.6% | +25.6% | +718.0% | +376.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling