+37.0%
IBIT vs VIK
+236.8%
-199.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.7% |
| 7D | +1.4% | +3.6% | -2.1% | +0.3% |
| 30D | +20.6% | -16.7% | +37.4% | +27.1% |
| 3M | +23.7% | -1.1% | +24.8% | +23.0% |
| 6M | +15.0% | +27.8% | -12.8% | +3.8% |
| YTD | -10.6% | +23.3% | -33.9% | -18.7% |
| 1Y | -30.3% | +38.2% | -68.5% | -39.7% |
| All | +37.0% | +236.8% | -199.8% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling