+156.8%
BITO vs VSH
+42.0%
+114.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.1% | -1.1% |
| 7D | -3.4% | +4.8% | -8.2% | -4.3% |
| 30D | +21.4% | -0.7% | +22.1% | +21.2% |
| 3M | +20.5% | -43.1% | +63.6% | +32.8% |
| 6M | +7.4% | +91.8% | -84.4% | -15.8% |
| YTD | -13.9% | +131.6% | -145.5% | -36.3% |
| 1Y | -35.1% | +118.1% | -153.1% | -51.3% |
| 3Y | +156.8% | +40.9% | +115.9% | +134.3% |
| All | +156.8% | +42.0% | +114.8% | +134.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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