+69.8%
IBIT vs VCIT
+12.9%
+57.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +3.0% | -0.3% | +3.4% | +3.3% |
| 30D | +23.1% | -0.8% | +23.9% | +23.9% |
| 3M | +25.6% | -1.0% | +26.6% | +26.7% |
| 6M | +9.1% | -1.8% | +11.0% | +10.6% |
| YTD | -8.9% | -0.7% | -8.2% | -8.4% |
| 1Y | -27.5% | +1.0% | -28.4% | -27.6% |
| All | +69.8% | +12.9% | +57.0% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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