+1,121.2%
VST vs BIL
+25.6%
+1,095.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.1% | -2.1% |
| 7D | -6.0% | +0.1% | -6.1% | -6.3% |
| 30D | -18.8% | 0.0% | -18.7% | -18.5% |
| 3M | -8.0% | +0.6% | -8.6% | -8.7% |
| 6M | -10.9% | +1.5% | -12.4% | -13.0% |
| YTD | -18.3% | +2.8% | -21.1% | -22.2% |
| 1Y | -29.9% | +3.3% | -33.2% | -34.2% |
| 3Y | +290.3% | +13.4% | +276.9% | +184.3% |
| 5Y | +635.3% | +19.8% | +615.5% | +408.6% |
| All | +1,121.2% | +25.6% | +1,095.5% | +610.5% |
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