+66.3%
IBIT vs VEA
+65.0%
+1.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.7% |
| 7D | +1.1% | +0.3% | +0.8% | +0.8% |
| 30D | +22.2% | +0.4% | +21.8% | +21.7% |
| 3M | +26.0% | +4.8% | +21.2% | +19.8% |
| 6M | +13.2% | +11.3% | +1.9% | +0.4% |
| YTD | -10.8% | +17.4% | -28.2% | -25.4% |
| 1Y | -29.9% | +26.2% | -56.1% | -45.8% |
| All | +66.3% | +65.0% | +1.4% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling