0.0%
VRT vs BIL
+3.0%
-3.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.4% | +3.4% |
| 7D | -21.4% | -0.3% | -21.1% | -20.9% |
| 30D | -25.8% | 0.0% | -25.8% | -24.4% |
| 3M | -33.5% | +0.3% | -33.8% | -27.1% |
| 6M | -49.0% | +1.2% | -50.3% | -41.2% |
| YTD | +12.9% | +2.5% | +10.5% | -14.7% |
| 1Y | 0.0% | +3.0% | -3.0% | -41.3% |
| All | 0.0% | +3.0% | -3.0% | -41.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling