-3.6%
BIT vs VT
+10.5%
-14.1%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.3% |
| 7D | +0.2% | -2.3% | +2.5% | +1.0% |
| 30D | +2.4% | -5.0% | +7.3% | +4.3% |
| 3M | -4.9% | -4.9% | 0.0% | -3.2% |
| 6M | -6.1% | -1.5% | -4.6% | -5.7% |
| YTD | -4.1% | +8.5% | -12.6% | -7.9% |
| 1Y | -3.6% | +11.4% | -15.0% | -8.5% |
| All | -3.6% | +10.5% | -14.1% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling