-27.5%
IBIT vs VALE
+60.7%
-88.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.2% | -2.3% |
| 7D | +3.0% | +1.6% | +1.4% | +2.1% |
| 30D | +23.1% | +5.1% | +18.0% | +20.1% |
| 3M | +25.6% | -0.4% | +26.0% | +25.2% |
| 6M | +9.1% | -2.2% | +11.4% | +9.0% |
| YTD | -8.9% | +20.5% | -29.4% | -19.4% |
| 1Y | -27.5% | +61.2% | -88.6% | -45.7% |
| All | -27.5% | +60.7% | -88.2% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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