+1.4%
BIT vs VT
+57.4%
-56.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | 0.0% |
| 7D | +1.2% | +0.4% | +0.9% | +1.0% |
| 30D | +2.7% | -2.6% | +5.3% | +3.8% |
| 3M | -4.0% | -3.2% | -0.7% | -2.7% |
| 6M | -5.0% | +0.9% | -5.9% | -5.5% |
| YTD | -3.1% | +11.3% | -14.4% | -7.7% |
| 1Y | -2.8% | +14.0% | -16.8% | -8.4% |
| 3Y | +8.2% | +75.8% | -67.6% | -16.8% |
| 5Y | +1.4% | +57.8% | -56.5% | -19.8% |
| All | +1.4% | +57.4% | -56.0% | -19.8% |
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 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