+156.8%
BITO vs VNQ
+30.7%
+126.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.4% |
| 7D | -3.4% | -1.3% | -2.2% | -2.7% |
| 30D | +21.4% | -2.6% | +24.0% | +23.2% |
| 3M | +20.5% | -2.0% | +22.5% | +21.7% |
| 6M | +7.4% | +4.3% | +3.1% | +4.2% |
| YTD | -13.9% | +9.2% | -23.1% | -18.5% |
| 1Y | -35.1% | +5.6% | -40.7% | -37.4% |
| 3Y | +156.8% | +30.8% | +126.0% | +141.8% |
| All | +156.8% | +30.7% | +126.1% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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