-32.2%
BITO vs VG
+63.8%
-95.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.6% |
| 7D | -9.2% | +14.0% | -23.2% | -9.1% |
| 30D | -15.9% | -1.0% | -15.0% | -15.9% |
| 3M | +7.3% | -2.7% | +10.0% | +7.2% |
| 6M | -15.2% | +1.5% | -16.7% | -15.5% |
| YTD | -23.8% | +93.7% | -117.5% | -34.6% |
| 1Y | -32.2% | +68.5% | -100.7% | -40.9% |
| All | -32.2% | +63.8% | -95.9% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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