-87.5%
BITI vs VT
+105.6%
-193.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.1% |
| 7D | -1.8% | +1.0% | -2.8% | -0.4% |
| 30D | -18.2% | -0.2% | -18.0% | -18.3% |
| 3M | -20.8% | +4.5% | -25.4% | -15.4% |
| 6M | -16.4% | +14.1% | -30.5% | +1.6% |
| YTD | +0.8% | +14.8% | -14.0% | +24.8% |
| 1Y | +25.0% | +21.2% | +3.9% | +67.7% |
| 3Y | -77.6% | +76.6% | -154.2% | -48.1% |
| All | -87.5% | +105.6% | -193.1% | -61.3% |
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