-29.9%
IBIT vs LVS
-39.8%
+9.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.2% | -4.1% |
| 7D | -6.2% | -3.9% | -2.3% | -5.6% |
| 30D | -14.4% | +7.1% | -21.4% | -15.3% |
| 3M | +12.5% | -13.2% | +25.7% | +14.8% |
| 6M | -11.9% | -22.8% | +10.9% | -8.1% |
| YTD | -18.7% | -38.0% | +19.3% | -12.9% |
| 1Y | -29.9% | -39.5% | +9.5% | -24.9% |
| All | -29.9% | -39.8% | +9.9% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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