-35.1%
BITO vs VIG
+13.0%
-48.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -1.2% |
| 7D | -3.4% | -1.1% | -2.4% | -1.7% |
| 30D | +21.4% | -2.7% | +24.2% | +27.0% |
| 3M | +20.5% | +2.5% | +17.9% | +14.8% |
| 6M | +7.4% | +9.2% | -1.9% | -9.0% |
| YTD | -13.9% | +9.8% | -23.7% | -26.4% |
| 1Y | -35.1% | +12.4% | -47.4% | -45.7% |
| All | -35.1% | +13.0% | -48.1% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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