+78.9%
VOO vs BIL
+14.1%
+64.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | +0.5% | +0.1% | +0.5% | +0.9% |
| 30D | -0.9% | +0.3% | -1.2% | +0.4% |
| 3M | +3.9% | +0.9% | +3.0% | +8.3% |
| 6M | +14.5% | +1.8% | +12.7% | +23.6% |
| YTD | +13.0% | +2.5% | +10.5% | +24.4% |
| 1Y | +19.4% | +3.7% | +15.7% | +37.8% |
| 3Y | +78.9% | +14.1% | +64.8% | +189.4% |
| All | +78.9% | +14.1% | +64.8% | +189.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling