+11.3%
VOO vs IBIT
-30.9%
+42.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.1% |
| 7D | -0.6% | -5.4% | +4.8% | +0.3% |
| 30D | -3.6% | -10.5% | +6.8% | -2.1% |
| 3M | -2.7% | +15.0% | -17.8% | -4.6% |
| 6M | +2.2% | -8.3% | +10.5% | +3.3% |
| YTD | +10.9% | -16.1% | +27.0% | +11.6% |
| 1Y | +11.3% | -30.8% | +42.1% | +14.0% |
| All | +11.3% | -30.9% | +42.2% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling