+64.0%
IBIT vs VEU
+62.9%
+1.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | 0.0% |
| 7D | -5.8% | -1.9% | -3.8% | -3.7% |
| 30D | +21.5% | -0.7% | +22.3% | +22.6% |
| 3M | +24.5% | +4.9% | +19.7% | +18.1% |
| 6M | +10.0% | +9.8% | +0.2% | -1.4% |
| YTD | -12.0% | +15.3% | -27.3% | -25.3% |
| 1Y | -32.3% | +23.0% | -55.3% | -46.5% |
| All | +64.0% | +62.9% | +1.1% | -9.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling