-31.4%
IBIT vs VGT
+35.5%
-66.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | +1.1% | +1.5% | -0.3% | -0.1% |
| 30D | +22.2% | +0.5% | +21.7% | +21.5% |
| 3M | +26.0% | +5.3% | +20.8% | +19.1% |
| 6M | +13.2% | +32.4% | -19.3% | -19.9% |
| YTD | -10.8% | +28.6% | -39.4% | -34.7% |
| All | -31.4% | +35.5% | -66.8% | -50.2% |
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