-34.8%
IBIT vs VG
-44.6%
+9.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.4% |
| 7D | -9.2% | +14.0% | -23.2% | -10.2% |
| 30D | -15.8% | -1.0% | -14.8% | -15.9% |
| 3M | +8.5% | -2.7% | +11.2% | +8.3% |
| 6M | -13.7% | +1.5% | -15.2% | -15.0% |
| YTD | -21.6% | +93.7% | -115.3% | -31.9% |
| 1Y | -30.0% | +68.5% | -98.5% | -38.1% |
| All | -34.8% | -44.6% | +9.8% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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