+64.2%
VOO vs IBIT
+56.3%
+7.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.4% |
| 7D | -2.0% | -5.8% | +3.8% | -1.2% |
| 30D | -1.7% | +21.5% | -23.2% | -4.2% |
| 3M | +4.7% | +24.5% | -19.8% | +1.7% |
| 6M | +12.6% | +10.0% | +2.6% | +10.8% |
| YTD | +11.8% | -12.0% | +23.8% | +12.6% |
| 1Y | +17.5% | -32.3% | +49.9% | +21.9% |
| All | +64.2% | +56.3% | +7.9% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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