+20.2%
BITX vs VT
+74.1%
-54.0%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.6% | -8.0% | -7.0% |
| 7D | -12.4% | +2.9% | -15.3% | -19.0% |
| 30D | -28.0% | -2.5% | -25.5% | -22.5% |
| 3M | +18.2% | -3.3% | +21.6% | +31.0% |
| 6M | -31.7% | +1.5% | -33.3% | -33.1% |
| YTD | -49.4% | +11.4% | -60.8% | -59.4% |
| 1Y | -64.3% | +11.9% | -76.2% | -71.5% |
| 3Y | -6.3% | +73.9% | -80.1% | -64.3% |
| All | +20.2% | +74.1% | -54.0% | -55.9% |
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