+156.4%
BITO vs VST
+366.0%
-209.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.0% | -3.1% |
| 7D | +2.9% | +8.9% | -6.0% | +1.2% |
| 30D | +22.6% | +6.2% | +16.4% | +21.1% |
| 3M | +24.7% | -2.7% | +27.4% | +24.8% |
| 6M | +7.5% | -8.4% | +15.8% | +8.1% |
| YTD | -10.8% | -7.2% | -3.6% | -10.8% |
| 1Y | -29.9% | -20.9% | -9.0% | -28.2% |
| All | +156.4% | +366.0% | -209.6% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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