+66.7%
IBIT vs VEA
+66.4%
+0.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.4% |
| 7D | +1.4% | +1.9% | -0.4% | -0.5% |
| 30D | +20.6% | +0.8% | +19.9% | +19.7% |
| 3M | +23.7% | +5.7% | +18.0% | +16.5% |
| 6M | +15.0% | +13.3% | +1.7% | -0.1% |
| YTD | -10.6% | +18.4% | -29.0% | -25.9% |
| 1Y | -30.3% | +27.0% | -57.3% | -46.4% |
| All | +66.7% | +66.4% | +0.3% | -8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling