+593.1%
VTI vs BIL
+31.3%
+561.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +3.4% | +0.1% | +3.3% | +3.7% |
| 30D | -2.3% | +0.3% | -2.6% | -0.9% |
| 3M | -2.2% | +0.9% | -3.1% | +1.8% |
| 6M | +3.3% | +1.8% | +1.4% | +11.8% |
| YTD | +12.1% | +3.1% | +8.9% | +28.3% |
| 1Y | +12.2% | +3.7% | +8.5% | +31.4% |
| 3Y | +78.0% | +13.8% | +64.2% | +214.8% |
| 5Y | +65.2% | +20.2% | +45.0% | +277.3% |
| 10Y | +292.2% | +26.1% | +266.0% | +1,032.8% |
| All | +593.1% | +31.3% | +561.9% | +1,871.0% |
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 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