+66.7%
IBIT vs IVZ
+103.3%
-36.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.4% | -0.8% |
| 7D | +1.4% | +1.1% | +0.3% | +1.0% |
| 30D | +20.6% | +3.1% | +17.5% | +18.9% |
| 3M | +23.7% | +18.2% | +5.5% | +14.0% |
| 6M | +15.0% | +38.6% | -23.6% | -2.2% |
| YTD | -10.6% | +25.9% | -36.5% | -20.4% |
| 1Y | -30.3% | +51.7% | -82.0% | -43.2% |
| All | +66.7% | +103.3% | -36.6% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling