-27.5%
IBIT vs IVZ
+56.4%
-83.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.9% |
| 7D | +3.0% | +0.6% | +2.4% | +2.7% |
| 30D | +23.1% | +4.0% | +19.1% | +20.7% |
| 3M | +25.6% | +18.2% | +7.4% | +15.1% |
| 6M | +9.1% | +32.8% | -23.7% | -6.0% |
| YTD | -8.9% | +28.7% | -37.7% | -20.5% |
| 1Y | -27.5% | +55.4% | -82.8% | -41.6% |
| All | -27.5% | +56.4% | -83.9% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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