+66.3%
IBIT vs VALE
+32.0%
+34.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | +0.1% |
| 7D | +1.1% | -1.8% | +3.0% | +1.8% |
| 30D | +22.2% | +6.7% | +15.6% | +19.2% |
| 3M | +26.0% | +4.9% | +21.1% | +23.6% |
| 6M | +13.2% | +3.6% | +9.6% | +11.0% |
| YTD | -10.8% | +21.9% | -32.7% | -17.6% |
| 1Y | -29.9% | +61.6% | -91.5% | -41.5% |
| All | +66.3% | +32.0% | +34.4% | +46.4% |
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