-30.4%
BITO vs VG
-38.0%
+7.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.1% |
| 7D | +1.5% | -2.5% | +4.1% | +1.8% |
| 30D | +20.0% | +11.1% | +8.9% | +18.8% |
| 3M | +22.8% | +14.9% | +7.9% | +20.3% |
| 6M | +13.1% | +18.4% | -5.3% | +8.1% |
| YTD | -12.5% | +116.6% | -129.0% | -24.4% |
| 1Y | -32.6% | +9.4% | -41.9% | -36.4% |
| All | -30.4% | -38.0% | +7.6% | -35.4% |
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