+156.8%
BITO vs VIG
+55.8%
+101.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.9% |
| 7D | -3.4% | -1.1% | -2.4% | -2.1% |
| 30D | +21.4% | -2.7% | +24.2% | +25.7% |
| 3M | +20.5% | +2.5% | +17.9% | +16.6% |
| 6M | +7.4% | +9.2% | -1.9% | -4.0% |
| YTD | -13.9% | +9.8% | -23.7% | -23.0% |
| 1Y | -35.1% | +12.4% | -47.4% | -43.4% |
| 3Y | +156.8% | +55.9% | +100.9% | +69.6% |
| All | +156.8% | +55.8% | +101.0% | +69.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling