+64.4%
IBIT vs VGT
+104.0%
-39.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.7% |
| 7D | -3.2% | -0.2% | -3.1% | -3.1% |
| 30D | +22.0% | -0.4% | +22.4% | +22.2% |
| 3M | +21.4% | +4.4% | +17.0% | +16.5% |
| 6M | +9.2% | +32.1% | -22.8% | -14.4% |
| YTD | -11.8% | +28.8% | -40.6% | -29.1% |
| 1Y | -32.7% | +35.3% | -68.0% | -47.7% |
| All | +64.4% | +104.0% | -39.6% | -4.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling