-53.0%
BITU vs VT
+48.5%
-101.5%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -9.8% |
| 7D | -5.4% | +0.4% | -5.7% | -6.4% |
| 30D | -19.2% | -2.6% | -16.6% | -12.5% |
| 3M | +22.8% | -3.2% | +26.1% | +36.3% |
| 6M | -24.9% | +0.9% | -25.9% | -25.6% |
| YTD | -45.8% | +11.3% | -57.1% | -57.6% |
| 1Y | -63.4% | +14.0% | -77.4% | -73.0% |
| All | -53.0% | +48.5% | -101.5% | -83.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling