-23.4%
BITO vs ITOT
+14.7%
-38.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.5% | +1.3% | +0.2% |
| 7D | -1.9% | -0.7% | -1.3% | -0.7% |
| 30D | -6.7% | -1.1% | -5.6% | -4.8% |
| 3M | +23.1% | -0.8% | +23.9% | +25.0% |
| 6M | -2.0% | +7.0% | -9.0% | -13.6% |
| YTD | -11.4% | +13.3% | -24.7% | -28.1% |
| 1Y | -23.4% | +14.8% | -38.2% | -39.4% |
| All | -23.4% | +14.7% | -38.0% | -39.4% |
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