+57.8%
BITX vs VT
+80.4%
-22.6%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | +5.4% | +0.4% | +4.9% | +4.4% |
| 30D | +47.6% | +1.0% | +46.6% | +44.3% |
| 3M | +47.3% | +2.4% | +45.0% | +40.2% |
| 6M | +4.7% | +12.0% | -7.3% | -20.7% |
| YTD | -33.6% | +15.3% | -49.0% | -52.0% |
| 1Y | -62.4% | +22.6% | -85.0% | -76.1% |
| 3Y | +149.9% | +74.7% | +75.2% | -8.6% |
| All | +57.8% | +80.4% | -22.6% | -47.8% |
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