+19.5%
BILS price history and return analytics
+112.8%
-93.3%
-0.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | 0.0% | +2.4% | -2.3% | 0.0% |
| 30D | +0.3% | -1.5% | +1.8% | +0.3% |
| 3M | +0.9% | -4.1% | +5.0% | +0.9% |
| 6M | +1.8% | +0.6% | +1.3% | +1.8% |
| YTD | +3.0% | +11.0% | -8.0% | +3.0% |
| 1Y | +3.6% | +13.3% | -9.7% | +3.6% |
| 3Y | +13.8% | +73.4% | -59.5% | +13.8% |
| 5Y | +19.6% | +57.4% | -37.9% | +19.5% |
| All | +19.5% | +112.8% | -93.3% | +19.5% |
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