+35.9%
BITX vs VT
+69.6%
-33.8%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.6% |
| 7D | -3.2% | -2.3% | -0.8% | +3.4% |
| 30D | -19.2% | -5.0% | -14.2% | -6.6% |
| 3M | +28.9% | -4.9% | +33.7% | +49.4% |
| 6M | -24.3% | -1.5% | -22.8% | -19.3% |
| YTD | -42.8% | +8.5% | -51.3% | -50.8% |
| 1Y | -59.3% | +11.4% | -70.7% | -67.0% |
| 3Y | +19.9% | +70.1% | -50.1% | -51.2% |
| All | +35.9% | +69.6% | -33.8% | -46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling