+52.1%
BITX vs VT
+79.5%
-27.4%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.3% |
| 7D | +2.4% | +1.0% | +1.4% | +0.1% |
| 30D | +41.9% | -0.2% | +42.1% | +43.2% |
| 3M | +44.2% | +4.5% | +39.7% | +29.2% |
| 6M | +17.0% | +14.1% | +3.0% | -15.8% |
| YTD | -36.0% | +14.8% | -50.8% | -53.1% |
| 1Y | -65.2% | +21.2% | -86.4% | -77.2% |
| 3Y | +135.5% | +76.6% | +59.0% | -16.0% |
| All | +52.1% | +79.5% | -27.4% | -49.0% |
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