-27.5%
IBIT vs VEA
+29.8%
-57.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.9% | -2.9% |
| 7D | +3.0% | +1.0% | +2.1% | +2.0% |
| 30D | +23.1% | +1.9% | +21.2% | +20.6% |
| 3M | +25.6% | +3.2% | +22.4% | +21.4% |
| 6M | +9.1% | +10.2% | -1.1% | -1.4% |
| YTD | -8.9% | +18.9% | -27.8% | -28.4% |
| 1Y | -27.5% | +29.3% | -56.8% | -48.1% |
| All | -27.5% | +29.8% | -57.3% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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