-10.6%
BITO vs ROIV
+566.8%
-577.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.7% | -1.0% |
| 7D | -5.8% | +19.0% | -24.8% | -8.6% |
| 30D | +21.1% | +16.1% | +5.0% | +17.9% |
| 3M | +23.5% | +44.1% | -20.6% | +15.9% |
| 6M | +8.3% | +37.8% | -29.6% | +2.1% |
| YTD | -13.9% | +88.7% | -102.5% | -22.9% |
| 1Y | -34.5% | +197.3% | -231.8% | -45.2% |
| 3Y | +147.0% | +224.9% | -77.9% | +100.6% |
| All | -10.6% | +566.8% | -577.3% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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