+46.2%
IBIT vs VALE
-4.1%
+50.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.3% |
| 7D | -9.2% | -3.2% | -6.0% | -8.2% |
| 30D | -15.8% | -15.1% | -0.7% | -10.9% |
| 3M | +8.5% | -18.7% | +27.2% | +16.2% |
| 6M | -13.7% | -31.5% | +17.8% | -1.9% |
| YTD | -21.6% | -11.4% | -10.1% | -19.1% |
| 1Y | -30.0% | -1.9% | -28.1% | -30.4% |
| All | +46.2% | -4.1% | +50.3% | +43.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling