+590.3%
VTI vs BIL
+31.3%
+559.0%
-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% | -0.3% |
| 7D | +2.5% | +0.1% | +2.5% | +2.9% |
| 30D | -1.5% | +0.3% | -1.9% | 0.0% |
| 3M | -3.2% | +1.0% | -4.1% | +0.9% |
| 6M | +2.3% | +1.9% | +0.4% | +11.0% |
| YTD | +11.6% | +3.2% | +8.5% | +28.0% |
| 1Y | +13.8% | +3.7% | +10.1% | +33.4% |
| 3Y | +77.4% | +13.8% | +63.6% | +214.0% |
| 5Y | +64.6% | +20.3% | +44.3% | +276.4% |
| 10Y | +290.6% | +26.2% | +264.4% | +1,029.9% |
| All | +590.3% | +31.3% | +559.0% | +1,866.1% |
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