+136.2%
BITO vs VLTO
+26.2%
+110.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.7% |
| 7D | +1.5% | -1.6% | +3.1% | +2.0% |
| 30D | +20.0% | -2.9% | +22.9% | +20.9% |
| 3M | +22.8% | +12.7% | +10.1% | +18.7% |
| 6M | +13.1% | +1.6% | +11.5% | +12.7% |
| YTD | -12.5% | -4.0% | -8.5% | -11.3% |
| 1Y | -32.6% | -10.2% | -22.4% | -30.2% |
| All | +136.2% | +26.2% | +110.1% | +130.3% |
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