+41.1%
BITW price history and return analytics
+99.6%
-58.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.3% |
| 7D | +1.9% | +1.0% | +0.9% | +0.3% |
| 30D | +23.2% | -0.2% | +23.4% | +23.7% |
| 3M | +26.9% | +4.5% | +22.4% | +18.0% |
| 6M | +15.4% | +14.1% | +1.3% | -7.3% |
| YTD | -12.6% | +14.8% | -27.3% | -29.7% |
| 1Y | -32.0% | +21.2% | -53.2% | -49.6% |
| 3Y | +318.3% | +76.6% | +241.7% | +67.3% |
| 5Y | -10.7% | +66.6% | -77.3% | -56.3% |
| All | +41.1% | +99.6% | -58.5% | -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 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