-20.7%
IBIT vs VGT
+18.8%
-39.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.7% |
| 7D | -1.8% | -6.5% | +4.7% | +4.0% |
| 30D | -6.7% | -10.6% | +3.9% | +2.5% |
| 3M | +24.6% | -3.7% | +28.3% | +28.4% |
| 6M | -0.2% | +10.4% | -10.5% | -13.5% |
| YTD | -8.7% | +23.1% | -31.8% | -31.4% |
| 1Y | -20.7% | +19.9% | -40.6% | -38.5% |
| All | -20.7% | +18.8% | -39.5% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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