+39.7%
BITW price history and return analytics
+98.4%
-58.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.6% |
| 7D | -2.1% | -1.1% | -1.0% | -0.3% |
| 30D | +24.8% | -1.0% | +25.7% | +26.9% |
| 3M | +25.6% | +3.2% | +22.5% | +19.4% |
| 6M | +10.0% | +12.5% | -2.5% | -9.5% |
| YTD | -13.5% | +14.1% | -27.5% | -29.8% |
| 1Y | -34.9% | +18.9% | -53.8% | -50.3% |
| 3Y | +338.3% | +74.1% | +264.2% | +79.8% |
| 5Y | -7.6% | +66.9% | -74.4% | -55.0% |
| All | +39.7% | +98.4% | -58.7% | -58.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling