-47.5%
BITU vs VOO
+51.7%
-99.2%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -2.0% |
| 7D | -6.6% | -0.8% | -5.9% | -4.7% |
| 30D | +44.6% | -1.1% | +45.6% | +49.0% |
| 3M | +37.3% | +3.9% | +33.4% | +24.3% |
| 6M | +3.5% | +13.6% | -10.2% | -25.2% |
| YTD | -39.5% | +12.7% | -52.3% | -53.8% |
| 1Y | -68.1% | +17.6% | -85.7% | -77.6% |
| All | -47.5% | +51.7% | -99.2% | -81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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