+156.8%
BITO vs VUG
+86.2%
+70.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.9% |
| 7D | -3.4% | -0.5% | -3.0% | -3.0% |
| 30D | +21.4% | -1.0% | +22.4% | +22.5% |
| 3M | +20.5% | +3.5% | +17.0% | +16.4% |
| 6M | +7.4% | +14.2% | -6.8% | -5.5% |
| YTD | -13.9% | +8.5% | -22.4% | -20.1% |
| 1Y | -35.1% | +12.9% | -47.9% | -41.6% |
| 3Y | +156.8% | +85.6% | +71.2% | +70.9% |
| All | +156.8% | +86.2% | +70.6% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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