+905.2%
VRT vs BIL
+19.4%
+885.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.3% | +4.3% |
| 7D | +9.1% | +0.1% | +9.0% | +8.9% |
| 30D | +0.9% | +0.3% | +0.6% | +0.2% |
| 3M | -13.4% | +0.9% | -14.3% | -15.7% |
| 6M | +11.7% | +1.8% | +9.9% | +3.5% |
| YTD | +73.2% | +2.4% | +70.8% | +54.9% |
| 1Y | +123.4% | +3.7% | +119.7% | +88.7% |
| 3Y | +606.2% | +14.2% | +592.0% | +94.5% |
| All | +905.2% | +19.4% | +885.8% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling