-29.9%
BITO vs VO
+15.8%
-45.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.2% | -2.1% |
| 7D | +2.9% | -0.3% | +3.1% | +3.3% |
| 30D | +22.6% | -0.3% | +22.9% | +23.0% |
| 3M | +24.7% | +2.9% | +21.7% | +18.9% |
| 6M | +7.5% | +9.3% | -1.9% | -7.1% |
| YTD | -10.8% | +14.2% | -25.0% | -28.2% |
| 1Y | -29.9% | +15.3% | -45.2% | -42.4% |
| All | -29.9% | +15.8% | -45.7% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling