-30.0%
IBIT vs LVS
-37.7%
+7.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.7% | -6.2% | -3.9% |
| 7D | -9.2% | -0.8% | -8.4% | -9.1% |
| 30D | -15.8% | +10.0% | -25.8% | -17.0% |
| 3M | +8.5% | -11.0% | +19.6% | +10.3% |
| 6M | -13.7% | -20.1% | +6.5% | -10.6% |
| YTD | -21.6% | -36.3% | +14.8% | -17.0% |
| 1Y | -30.0% | -36.8% | +6.9% | -25.7% |
| All | -30.0% | -37.7% | +7.7% | -25.7% |
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