+56.5%
IBIT vs ROIV
+273.4%
-216.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.8% |
| 7D | -5.4% | +14.3% | -19.7% | -8.4% |
| 30D | -10.5% | +16.2% | -26.7% | -13.7% |
| 3M | +15.0% | +15.1% | -0.1% | +10.3% |
| 6M | -8.3% | +44.2% | -52.5% | -18.1% |
| YTD | -16.1% | +89.8% | -105.9% | -31.3% |
| 1Y | -30.8% | +94.6% | -125.3% | -43.7% |
| All | +56.5% | +273.4% | -216.9% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling