+20.0%
BITO vs VIK
+225.1%
-205.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.4% |
| 7D | -3.4% | -0.9% | -2.5% | -3.2% |
| 30D | +21.4% | -18.4% | +39.8% | +28.7% |
| 3M | +20.5% | -8.8% | +29.3% | +22.9% |
| 6M | +7.4% | +17.1% | -9.8% | -0.3% |
| YTD | -13.9% | +19.0% | -32.9% | -20.9% |
| 1Y | -35.1% | +30.1% | -65.2% | -42.6% |
| All | +20.0% | +225.1% | -205.1% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 5y: compounded portfolio wealth divided by compounded VIK 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…
5y analysis · Full analysis span regression · 6 months rolling