-29.9%
BITO vs VTV
+27.0%
-56.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.2% | -2.1% |
| 7D | +2.9% | +0.5% | +2.4% | +2.2% |
| 30D | +22.6% | +1.1% | +21.5% | +20.6% |
| 3M | +24.7% | +5.9% | +18.8% | +14.6% |
| 6M | +7.5% | +11.6% | -4.2% | -9.1% |
| YTD | -10.8% | +19.8% | -30.6% | -30.6% |
| 1Y | -29.9% | +26.2% | -56.1% | -47.2% |
| All | -29.9% | +27.0% | -56.9% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling