-31.4%
IBIT vs VEU
+24.4%
-55.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.6% |
| 7D | +1.1% | +0.3% | +0.8% | +0.8% |
| 30D | +22.2% | +0.7% | +21.6% | +21.4% |
| 3M | +26.0% | +4.7% | +21.4% | +19.7% |
| 6M | +13.2% | +11.6% | +1.5% | -0.7% |
| YTD | -10.8% | +16.8% | -27.6% | -28.3% |
| All | -31.4% | +24.4% | -55.8% | -49.6% |
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