-68.1%
BITU price history and return analytics
+19.6%
-87.8%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -2.5% |
| 7D | -6.6% | -1.1% | -5.5% | -3.3% |
| 30D | +44.6% | -1.0% | +45.6% | +49.4% |
| 3M | +37.3% | +3.2% | +34.2% | +24.8% |
| 6M | +3.5% | +12.5% | -9.0% | -29.8% |
| YTD | -39.5% | +14.1% | -53.6% | -59.4% |
| 1Y | -68.1% | +18.9% | -87.0% | -81.0% |
| All | -68.1% | +19.6% | -87.8% | -81.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling