+866.0%
VLO vs BIL
+30.4%
+835.6%
-81.5%
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 | +5.2% | +0.1% | +5.1% | +5.8% |
| 30D | +22.6% | +0.3% | +22.3% | +25.4% |
| 3M | +43.8% | +0.9% | +42.8% | +53.4% |
| 6M | +65.7% | +1.8% | +63.9% | +87.9% |
| YTD | +131.1% | +2.4% | +128.7% | +173.1% |
| 1Y | +143.6% | +3.7% | +139.9% | +214.4% |
| 3Y | +201.4% | +14.2% | +187.2% | +676.1% |
| 5Y | +568.9% | +19.4% | +549.5% | +2,309.0% |
| 10Y | +891.8% | +25.2% | +866.6% | +5,134.3% |
| All | +866.0% | +30.4% | +835.6% | +4,500.0% |
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