+85.2%
GBTC vs VOO
+82.8%
+2.4%
-85.4%
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% | -1.2% |
| 7D | -3.2% | -0.8% | -2.4% | -2.0% |
| 30D | +21.9% | -1.1% | +23.0% | +24.0% |
| 3M | +21.2% | +3.9% | +17.3% | +13.8% |
| 6M | +8.6% | +13.6% | -5.1% | -11.7% |
| YTD | -12.6% | +12.7% | -25.3% | -27.3% |
| 1Y | -33.5% | +17.6% | -51.1% | -48.2% |
| 3Y | +254.8% | +77.3% | +177.5% | +35.3% |
| All | +85.2% | +82.8% | +2.4% | -25.6% |
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