+156.8%
BITO vs VEU
+73.8%
+83.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -1.1% |
| 7D | -3.4% | -1.4% | -2.0% | -2.0% |
| 30D | +21.4% | -0.4% | +21.8% | +22.0% |
| 3M | +20.5% | +2.5% | +18.0% | +17.5% |
| 6M | +7.4% | +11.1% | -3.8% | -4.1% |
| YTD | -13.9% | +16.5% | -30.4% | -26.5% |
| 1Y | -35.1% | +22.9% | -58.0% | -47.4% |
| 3Y | +156.8% | +73.4% | +83.4% | +62.4% |
| All | +156.8% | +73.8% | +83.1% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling