+313.7%
VOO vs BIL
+25.6%
+288.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -2.3% | 0.0% | -2.3% | -2.3% |
| 3M | -1.2% | +0.6% | -1.8% | -0.8% |
| 6M | +3.3% | +1.5% | +1.8% | +4.1% |
| YTD | +12.3% | +2.8% | +9.5% | +13.4% |
| 1Y | +12.5% | +3.3% | +9.2% | +13.7% |
| 3Y | +79.2% | +13.4% | +65.8% | +75.0% |
| 5Y | +75.7% | +19.8% | +55.8% | +66.5% |
| 10Y | +313.7% | +25.7% | +288.0% | +272.4% |
| All | +313.7% | +25.6% | +288.0% | +272.4% |
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