+53.5%
BILL price history and return analytics
+124.7%
-71.3%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.4% |
| 7D | +3.9% | +2.4% | +1.6% | 0.0% |
| 30D | +23.3% | -1.5% | +24.8% | +26.0% |
| 3M | +6.2% | -4.1% | +10.3% | +13.1% |
| 6M | +36.3% | +0.6% | +35.8% | +32.4% |
| YTD | -0.1% | +11.0% | -11.1% | -18.1% |
| 1Y | +8.7% | +13.3% | -4.6% | -14.0% |
| 3Y | -4.4% | +73.4% | -77.8% | -62.6% |
| 5Y | -83.7% | +57.4% | -141.2% | -91.9% |
| All | +53.5% | +124.7% | -71.3% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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