-30.0%
IBIT vs VGT
+16.0%
-46.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -2.2% |
| 7D | -9.2% | +2.5% | -11.6% | -11.0% |
| 30D | -15.8% | -9.5% | -6.3% | -8.7% |
| 3M | +8.5% | -9.5% | +18.0% | +17.6% |
| 6M | -13.7% | -1.8% | -11.9% | -15.0% |
| YTD | -21.6% | +18.4% | -40.0% | -39.4% |
| 1Y | -30.0% | +18.7% | -48.7% | -46.0% |
| All | -30.0% | +16.0% | -46.0% | -46.0% |
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