+39.7%
BITW vs VOO
+127.1%
-87.4%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | -0.4% |
| 7D | -2.1% | -0.8% | -1.4% | -1.0% |
| 30D | +24.8% | -1.1% | +25.8% | +26.8% |
| 3M | +25.6% | +3.9% | +21.7% | +18.5% |
| 6M | +10.0% | +13.6% | -3.6% | -9.3% |
| YTD | -13.5% | +12.7% | -26.2% | -27.1% |
| 1Y | -34.9% | +17.6% | -52.5% | -48.1% |
| 3Y | +338.3% | +77.3% | +261.0% | +86.5% |
| 5Y | -7.6% | +84.1% | -91.7% | -61.1% |
| All | +39.7% | +127.1% | -87.4% | -68.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling