+66.3%
IBIT vs ITOT
+63.2%
+3.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.5% |
| 7D | +1.1% | -0.4% | +1.5% | +1.7% |
| 30D | +22.2% | -1.6% | +23.8% | +24.9% |
| 3M | +26.0% | +3.5% | +22.5% | +20.3% |
| 6M | +13.2% | +13.1% | +0.1% | -3.9% |
| YTD | -10.8% | +12.7% | -23.5% | -23.2% |
| 1Y | -29.9% | +18.3% | -48.2% | -42.9% |
| All | +66.3% | +63.2% | +3.1% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling