-10.6%
BITO vs VEEV
-18.0%
+7.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -3.4% | -4.6% | +1.2% | -2.1% |
| 30D | +21.4% | +8.6% | +12.8% | +18.0% |
| 3M | +20.5% | +62.4% | -41.9% | +2.5% |
| 6M | +7.4% | +40.3% | -32.9% | -5.0% |
| YTD | -13.9% | +17.5% | -31.4% | -19.4% |
| 1Y | -35.1% | -6.1% | -29.0% | -34.4% |
| 3Y | +156.8% | +16.7% | +140.2% | +130.3% |
| All | -10.6% | -18.0% | +7.4% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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