+46.2%
IBIT vs VEEV
+54.6%
-8.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.5% |
| 7D | -9.2% | -0.7% | -8.5% | -9.1% |
| 30D | -15.8% | +1.4% | -17.2% | -16.0% |
| 3M | +8.5% | +19.4% | -10.8% | +4.9% |
| 6M | -13.7% | +93.6% | -107.3% | -24.3% |
| YTD | -21.6% | +35.1% | -56.6% | -25.9% |
| 1Y | -30.0% | +3.4% | -33.3% | -29.5% |
| All | +46.2% | +54.6% | -8.4% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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