-32.3%
IBIT vs VIVK
-100.0%
+67.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.4% | -3.8% | -1.4% |
| 7D | -5.8% | -9.5% | +3.7% | -5.7% |
| 30D | +21.5% | -35.1% | +56.7% | +21.7% |
| 3M | +24.5% | -93.4% | +117.9% | +26.1% |
| 6M | +10.0% | -98.0% | +108.0% | +12.0% |
| YTD | -12.0% | -97.9% | +85.8% | -11.3% |
| 1Y | -32.3% | -100.0% | +67.7% | -29.8% |
| All | -32.3% | -100.0% | +67.7% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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