+66.3%
IBIT vs CVS
+33.6%
+32.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.2% |
| 7D | +1.1% | -1.9% | +3.0% | +1.3% |
| 30D | +22.2% | -0.3% | +22.5% | +22.2% |
| 3M | +26.0% | -1.1% | +27.2% | +26.0% |
| 6M | +13.2% | +23.7% | -10.5% | +10.8% |
| YTD | -10.8% | +23.0% | -33.8% | -12.9% |
| 1Y | -29.9% | +37.2% | -67.1% | -32.5% |
| All | +66.3% | +33.6% | +32.7% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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