+30.7%
IBIT vs VIK
+233.3%
-202.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.2% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -9.1% | +6.8% | -15.9% | -10.9% |
| 3M | +15.0% | -17.6% | +32.6% | +21.4% |
| 6M | -6.9% | +5.4% | -12.3% | -9.7% |
| YTD | -14.8% | +22.1% | -36.8% | -22.3% |
| 1Y | -28.1% | +49.3% | -77.4% | -39.6% |
| All | +30.7% | +233.3% | -202.7% | -27.6% |
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