-20.7%
IBIT vs VIK
+55.4%
-76.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.2% | -3.3% | +1.9% |
| 7D | -1.8% | +5.4% | -7.2% | -2.6% |
| 30D | -6.7% | +12.5% | -19.2% | -8.4% |
| 3M | +24.6% | -15.2% | +39.8% | +27.7% |
| 6M | -0.2% | +15.4% | -15.5% | -3.8% |
| YTD | -8.7% | +27.7% | -36.4% | -13.3% |
| 1Y | -20.7% | +59.7% | -80.4% | -20.7% |
| All | -20.7% | +55.4% | -76.2% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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