+61.0%
IBIT vs IVZ
+70.3%
-9.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.1% | -2.4% | +1.3% | 0.0% |
| 30D | -9.2% | -11.2% | +2.0% | -4.0% |
| 3M | +17.5% | -14.0% | +31.5% | +26.0% |
| 6M | -7.2% | +0.5% | -7.6% | -7.9% |
| YTD | -13.6% | +5.4% | -19.1% | -16.5% |
| 1Y | -25.1% | +19.5% | -44.6% | -31.9% |
| All | +61.0% | +70.3% | -9.2% | +15.7% |
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