-20.7%
IBIT vs VEU
+17.0%
-37.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.0% | +0.9% | +0.8% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -6.7% | -2.1% | -4.5% | -4.4% |
| 3M | +24.6% | -2.7% | +27.3% | +28.3% |
| 6M | -0.2% | +3.2% | -3.4% | -3.9% |
| YTD | -8.7% | +12.6% | -21.3% | -23.2% |
| 1Y | -20.7% | +17.1% | -37.8% | -37.2% |
| All | -20.7% | +17.0% | -37.7% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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