+291.1%
VTI vs BIL
+26.1%
+265.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +3.4% | +0.1% | +3.3% | +3.4% |
| 30D | -2.3% | +0.3% | -2.6% | -2.1% |
| 3M | -2.2% | +0.9% | -3.1% | -1.6% |
| 6M | +3.3% | +1.8% | +1.4% | +4.4% |
| YTD | +12.1% | +3.1% | +8.9% | +13.9% |
| 1Y | +12.2% | +3.7% | +8.5% | +14.2% |
| 3Y | +78.0% | +13.8% | +64.2% | +78.1% |
| 5Y | +65.2% | +20.2% | +45.0% | +62.0% |
| All | +291.1% | +26.1% | +265.1% | +266.0% |
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