-30.0%
IBIT vs IEFA
+11.9%
-41.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.7% | -3.7% |
| 7D | -9.2% | +2.2% | -11.4% | -11.4% |
| 30D | -15.8% | +1.1% | -16.9% | -16.6% |
| 3M | +8.5% | -4.3% | +12.8% | +14.0% |
| 6M | -13.7% | +1.4% | -15.1% | -14.7% |
| YTD | -21.6% | +10.1% | -31.6% | -30.1% |
| 1Y | -30.0% | +12.9% | -42.8% | -39.0% |
| All | -30.0% | +11.9% | -41.9% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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