+69.8%
IBIT vs ROIV
+216.7%
-146.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -2.8% |
| 7D | +3.0% | +0.6% | +2.4% | +2.8% |
| 30D | +23.1% | +1.0% | +22.2% | +22.6% |
| 3M | +25.6% | +18.3% | +7.3% | +19.2% |
| 6M | +9.1% | +18.3% | -9.2% | +3.1% |
| YTD | -8.9% | +61.0% | -69.9% | -21.8% |
| 1Y | -27.5% | +177.9% | -205.3% | -45.9% |
| All | +69.8% | +216.7% | -146.8% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling