+46.2%
IBIT vs VEU
+56.7%
-10.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.5% | -3.4% |
| 7D | -9.2% | +2.1% | -11.3% | -11.3% |
| 30D | -15.8% | -0.9% | -14.9% | -14.8% |
| 3M | +8.5% | -5.4% | +13.9% | +15.6% |
| 6M | -13.7% | -1.8% | -11.9% | -11.9% |
| YTD | -21.6% | +10.9% | -32.5% | -30.5% |
| 1Y | -30.0% | +13.6% | -43.5% | -39.6% |
| All | +46.2% | +56.7% | -10.5% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling