+51.6%
IBIT vs RVMD
+529.6%
-478.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.0% | -4.1% |
| 7D | -6.2% | -0.7% | -5.5% | -6.2% |
| 30D | -14.4% | -6.4% | -7.9% | -13.7% |
| 3M | +12.5% | -14.1% | +26.5% | +14.5% |
| 6M | -11.9% | +21.0% | -32.9% | -14.5% |
| YTD | -18.7% | +121.4% | -140.1% | -30.2% |
| 1Y | -29.9% | +167.9% | -197.8% | -42.6% |
| All | +51.6% | +529.6% | -478.0% | -0.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling