+55.1%
BITO vs VLTO
+70.6%
-15.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.2% | -3.7% |
| 7D | -9.2% | +1.0% | -10.2% | -9.4% |
| 30D | -15.9% | +17.5% | -33.4% | -18.8% |
| 3M | +7.3% | +21.4% | -14.1% | +2.8% |
| 6M | -15.2% | +38.1% | -53.3% | -21.6% |
| YTD | -23.8% | +19.0% | -42.8% | -26.4% |
| 1Y | -32.2% | +20.7% | -52.8% | -35.0% |
| 3Y | +55.1% | +64.3% | -9.2% | +44.9% |
| All | +55.1% | +70.6% | -15.5% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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