+1,740.6%
VRT vs BIL
+23.3%
+1,717.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.4% | +3.4% |
| 7D | -21.4% | -0.3% | -21.1% | -20.7% |
| 30D | -25.8% | 0.0% | -25.8% | -25.5% |
| 3M | -33.5% | +0.3% | -33.8% | -33.8% |
| 6M | -49.0% | +1.2% | -50.3% | -50.6% |
| YTD | +12.9% | +2.5% | +10.5% | +4.3% |
| 1Y | 0.0% | +3.0% | -3.0% | -9.3% |
| 3Y | +361.8% | +13.2% | +348.6% | +135.9% |
| 5Y | +565.1% | +19.4% | +545.7% | +139.9% |
| All | +1,740.6% | +23.3% | +1,717.4% | +635.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling