+1,000.5%
VRT vs BITO
-8.3%
+1,008.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -8.4% | -3.4% | -4.9% | -7.4% |
| 30D | -10.9% | +21.4% | -32.3% | -16.4% |
| 3M | -13.7% | +20.5% | -34.2% | -19.0% |
| 6M | -4.1% | +7.4% | -11.5% | -6.8% |
| YTD | +58.7% | -13.9% | +72.6% | +63.8% |
| 1Y | +89.6% | -35.1% | +124.7% | +112.6% |
| 3Y | +558.1% | +156.8% | +401.3% | +364.2% |
| All | +1,000.5% | -8.3% | +1,008.8% | +764.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling