+52.0%
V vs BITO
+149.6%
-97.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | 0.0% |
| 7D | -3.0% | -5.8% | +2.8% | -2.7% |
| 30D | +1.2% | +21.1% | -19.9% | +0.2% |
| 3M | +13.9% | +23.5% | -9.6% | +12.5% |
| 6M | +17.2% | +8.3% | +9.0% | +16.6% |
| YTD | +5.3% | -13.9% | +19.2% | +5.8% |
| 1Y | +9.5% | -34.5% | +44.0% | +11.8% |
| All | +52.0% | +149.6% | -97.7% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 3y: compounded portfolio wealth divided by compounded BITO 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…
3y analysis · Full analysis span regression · 6 months rolling