+51.6%
BILL price history and return analytics
+125.3%
-73.7%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -1.7% |
| 7D | +8.2% | +0.4% | +7.9% | +7.3% |
| 30D | +20.0% | -2.6% | +22.6% | +24.9% |
| 3M | +12.1% | -3.2% | +15.4% | +17.6% |
| 6M | +28.6% | +0.9% | +27.7% | +24.1% |
| YTD | -1.3% | +11.3% | -12.6% | -19.5% |
| 1Y | +18.0% | +14.0% | +4.0% | -7.4% |
| 3Y | -3.9% | +75.8% | -79.8% | -63.3% |
| 5Y | -84.3% | +57.8% | -142.1% | -92.2% |
| All | +51.6% | +125.3% | -73.7% | -45.7% |
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