+2,826.7%
VRT vs BIL
+23.3%
+2,803.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +13.6% | +0.1% | +13.5% | +13.5% |
| 30D | +6.8% | +0.3% | +6.5% | +6.3% |
| 3M | -3.2% | +0.9% | -4.1% | -5.1% |
| 6M | +20.3% | +1.8% | +18.5% | +13.8% |
| YTD | +79.6% | +2.5% | +77.1% | +65.5% |
| 1Y | +139.0% | +3.7% | +135.3% | +112.4% |
| 3Y | +644.6% | +14.1% | +630.5% | +254.2% |
| 5Y | +1,024.4% | +19.4% | +1,004.9% | +305.0% |
| All | +2,826.7% | +23.3% | +2,803.4% | +1,068.3% |
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