+64.0%
IBIT vs ITOT
+62.1%
+1.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.5% |
| 7D | -5.8% | -2.0% | -3.7% | -3.1% |
| 30D | +21.5% | -2.0% | +23.5% | +24.8% |
| 3M | +24.5% | +4.5% | +20.0% | +17.3% |
| 6M | +10.0% | +12.6% | -2.6% | -6.0% |
| YTD | -12.0% | +12.0% | -24.0% | -23.6% |
| 1Y | -32.3% | +17.3% | -49.6% | -44.2% |
| All | +64.0% | +62.1% | +1.9% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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