+156.8%
BITO vs VTR
+132.9%
+23.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -3.4% | -0.3% | -3.1% | -3.4% |
| 30D | +21.4% | +1.1% | +20.3% | +21.4% |
| 3M | +20.5% | +7.9% | +12.6% | +19.8% |
| 6M | +7.4% | +6.2% | +1.2% | +7.0% |
| YTD | -13.9% | +17.7% | -31.6% | -14.9% |
| 1Y | -35.1% | +32.9% | -68.0% | -36.9% |
| 3Y | +156.8% | +129.7% | +27.1% | +136.0% |
| All | +156.8% | +132.9% | +23.9% | +136.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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