+156.8%
BITO vs VRSN
+44.6%
+112.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -3.4% | +0.2% | -3.7% | -3.5% |
| 30D | +21.4% | +3.8% | +17.7% | +21.2% |
| 3M | +20.5% | +5.0% | +15.5% | +20.2% |
| 6M | +7.4% | +24.9% | -17.5% | +4.7% |
| YTD | -13.9% | +21.6% | -35.5% | -15.8% |
| 1Y | -35.1% | +2.4% | -37.5% | -34.5% |
| 3Y | +156.8% | +47.3% | +109.5% | +121.6% |
| All | +156.8% | +44.6% | +112.2% | +121.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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