-9.4%
BITO vs VT
+65.5%
-74.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.7% |
| 7D | +1.1% | -0.1% | +1.2% | +1.3% |
| 30D | +21.8% | -0.7% | +22.4% | +23.1% |
| 3M | +25.0% | +4.0% | +21.0% | +17.9% |
| 6M | +11.3% | +12.3% | -0.9% | -6.5% |
| YTD | -12.7% | +14.0% | -26.7% | -27.8% |
| 1Y | -32.3% | +20.3% | -52.6% | -48.1% |
| 3Y | +150.3% | +75.4% | +74.9% | +8.8% |
| All | -9.4% | +65.5% | -74.9% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling