+47.2%
BITX price history and return analytics
+78.4%
-31.1%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -2.0% |
| 7D | -6.7% | -1.1% | -5.6% | -3.9% |
| 30D | +44.8% | -1.0% | +45.8% | +49.0% |
| 3M | +38.9% | +3.2% | +35.8% | +28.9% |
| 6M | +5.2% | +12.5% | -7.3% | -21.5% |
| YTD | -38.1% | +14.1% | -52.1% | -53.9% |
| 1Y | -67.6% | +18.9% | -86.5% | -77.8% |
| 3Y | +146.3% | +74.1% | +72.2% | -9.1% |
| All | +47.2% | +78.4% | -31.1% | -49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling