+28.5%
BITX vs VT
+73.2%
-44.7%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -1.6% |
| 7D | -10.9% | -0.1% | -10.7% | -10.6% |
| 30D | -21.3% | -3.1% | -18.3% | -14.1% |
| 3M | +23.8% | -3.5% | +27.3% | +37.6% |
| 6M | -26.0% | +0.5% | -26.4% | -25.4% |
| YTD | -45.9% | +10.8% | -56.7% | -56.1% |
| 1Y | -65.0% | +11.9% | -76.9% | -72.2% |
| 3Y | +0.2% | +73.0% | -72.8% | -61.4% |
| All | +28.5% | +73.2% | -44.7% | -52.3% |
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