-29.9%
BITO vs ITOT
+20.8%
-50.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.1% | -1.9% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | +22.6% | 0.0% | +22.6% | +22.5% |
| 3M | +24.7% | +2.0% | +22.7% | +20.7% |
| 6M | +7.5% | +13.0% | -5.6% | -13.8% |
| YTD | -10.8% | +14.0% | -24.8% | -29.0% |
| 1Y | -29.9% | +19.9% | -49.8% | -45.5% |
| All | -29.9% | +20.8% | -50.7% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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