-84.7%
BILL price history and return analytics
+53.4%
-138.1%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.5% |
| 7D | +8.5% | -2.3% | +10.8% | +13.5% |
| 30D | +19.1% | -5.0% | +24.1% | +31.5% |
| 3M | +11.5% | -4.9% | +16.4% | +22.5% |
| 6M | +41.4% | -1.5% | +42.9% | +41.7% |
| YTD | -3.9% | +8.5% | -12.4% | -22.8% |
| 1Y | +18.1% | +11.4% | +6.7% | -10.5% |
| 3Y | -14.7% | +70.1% | -84.8% | -76.8% |
| All | -84.7% | +53.4% | -138.1% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling