+58.6%
IBIT vs RVMD
+545.1%
-486.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.4% | +7.7% | +2.2% |
| 7D | -6.8% | -9.5% | +2.7% | -5.6% |
| 30D | -9.9% | -6.8% | -3.0% | -9.1% |
| 3M | +17.5% | -12.1% | +29.6% | +19.3% |
| 6M | -9.1% | +25.4% | -34.5% | -12.3% |
| YTD | -14.9% | +126.9% | -141.8% | -27.2% |
| 1Y | -27.6% | +182.0% | -209.6% | -41.4% |
| All | +58.6% | +545.1% | -486.5% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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