+77.9%
VUG vs BIL
+13.8%
+64.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -0.8% |
| 7D | +2.5% | +0.1% | +2.4% | +2.8% |
| 30D | -6.3% | +0.3% | -6.6% | -5.1% |
| 3M | -6.0% | +1.0% | -7.0% | -2.4% |
| 6M | -3.5% | +1.9% | -5.4% | +4.3% |
| YTD | +3.9% | +3.2% | +0.7% | +16.3% |
| 1Y | +5.1% | +3.7% | +1.4% | +19.6% |
| 3Y | +77.9% | +13.8% | +64.0% | +61.3% |
| All | +77.9% | +13.8% | +64.0% | +61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling