+156.8%
BITO vs VWO
+62.9%
+93.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.6% |
| 7D | -3.4% | -1.8% | -1.7% | -1.8% |
| 30D | +21.4% | -0.1% | +21.5% | +21.5% |
| 3M | +20.5% | +2.2% | +18.3% | +18.0% |
| 6M | +7.4% | +8.8% | -1.4% | -0.9% |
| YTD | -13.9% | +12.4% | -26.3% | -22.7% |
| 1Y | -35.1% | +15.6% | -50.6% | -43.0% |
| 3Y | +156.8% | +62.5% | +94.3% | +75.9% |
| All | +156.8% | +62.9% | +93.9% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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