-30.0%
IBIT vs VIAV
+73.2%
-103.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.6% | +2.1% | -3.0% |
| 7D | -9.2% | +7.9% | -17.1% | -9.9% |
| 30D | -15.8% | -20.3% | +4.5% | -14.4% |
| 3M | +8.5% | -28.5% | +37.1% | +11.0% |
| 6M | -13.7% | -42.7% | +29.0% | -10.1% |
| YTD | -21.6% | +72.4% | -94.0% | -22.5% |
| 1Y | -30.0% | +81.5% | -111.4% | -32.1% |
| All | -30.0% | +73.2% | -103.1% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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