+156.8%
BITO vs VGT
+123.9%
+32.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.9% |
| 7D | -3.4% | -0.2% | -3.3% | -3.3% |
| 30D | +21.4% | -0.4% | +21.8% | +21.7% |
| 3M | +20.5% | +4.4% | +16.1% | +15.9% |
| 6M | +7.4% | +32.1% | -24.7% | -14.8% |
| YTD | -13.9% | +28.8% | -42.7% | -30.0% |
| 1Y | -35.1% | +35.3% | -70.4% | -48.9% |
| 3Y | +156.8% | +124.8% | +32.1% | +54.6% |
| All | +156.8% | +123.9% | +32.9% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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