+20.5%
BITQ vs VT
+79.7%
-59.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | +7.9% | +0.4% | +7.5% | +6.9% |
| 30D | +15.5% | +1.0% | +14.6% | +13.1% |
| 3M | -3.2% | +2.4% | -5.5% | -7.6% |
| 6M | +25.6% | +12.0% | +13.6% | -3.8% |
| YTD | +33.6% | +15.3% | +18.2% | -3.8% |
| 1Y | +35.1% | +22.6% | +12.5% | -15.6% |
| 3Y | +267.5% | +74.7% | +192.9% | -1.3% |
| 5Y | +1.3% | +66.1% | -64.9% | -62.3% |
| All | +20.5% | +79.7% | -59.2% | -64.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling