+1,917.9%
VRT vs BIL
+23.6%
+1,894.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +9.5% |
| 7D | -10.6% | +0.1% | -10.7% | -10.9% |
| 30D | -17.4% | 0.0% | -17.4% | -17.1% |
| 3M | -26.4% | +0.6% | -27.0% | -27.1% |
| 6M | -41.0% | +1.5% | -42.5% | -43.1% |
| YTD | +23.8% | +2.8% | +21.1% | +13.6% |
| 1Y | +11.6% | +3.3% | +8.3% | +0.6% |
| 3Y | +403.5% | +13.4% | +390.1% | +156.9% |
| 5Y | +647.0% | +19.8% | +627.2% | +167.2% |
| All | +1,917.9% | +23.6% | +1,894.2% | +699.5% |
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