-29.9%
IBIT vs VIG
+14.1%
-44.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.6% |
| 7D | +1.1% | -1.2% | +2.3% | +3.2% |
| 30D | +22.2% | -2.8% | +25.1% | +28.1% |
| 3M | +26.0% | +2.5% | +23.6% | +20.1% |
| 6M | +13.2% | +8.1% | +5.1% | -2.2% |
| YTD | -10.8% | +9.6% | -20.4% | -23.6% |
| 1Y | -29.9% | +14.2% | -44.1% | -42.6% |
| All | -29.9% | +14.1% | -44.0% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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