+65.9%
VOO vs IBIT
+58.9%
+7.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.3% |
| 7D | +0.5% | +1.4% | -0.9% | +0.3% |
| 30D | -0.9% | +20.6% | -21.6% | -3.4% |
| 3M | +3.9% | +23.7% | -19.8% | +0.9% |
| 6M | +14.5% | +15.0% | -0.5% | +12.1% |
| YTD | +13.0% | -10.6% | +23.5% | +13.5% |
| 1Y | +19.4% | -30.3% | +49.7% | +23.4% |
| All | +65.9% | +58.9% | +7.1% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling