-34.2%
BITO vs VG
-50.2%
+16.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.3% | -3.6% | -1.5% |
| 7D | -2.4% | -8.3% | +6.0% | -1.7% |
| 30D | -9.5% | -10.3% | +0.8% | -8.9% |
| 3M | +13.5% | -10.8% | +24.3% | +14.0% |
| 6M | -8.6% | +3.5% | -12.1% | -10.6% |
| YTD | -17.2% | +74.0% | -91.2% | -27.5% |
| 1Y | -30.5% | +48.9% | -79.4% | -37.9% |
| All | -34.2% | -50.2% | +16.0% | -38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling