+51.6%
IBIT vs VLO
+221.4%
-169.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.1% | -7.5% | -4.8% |
| 7D | -6.2% | +6.8% | -13.0% | -7.0% |
| 30D | -14.4% | -17.9% | +3.5% | -12.3% |
| 3M | +12.5% | +13.5% | -1.1% | +9.4% |
| 6M | -11.9% | +53.0% | -64.9% | -18.9% |
| YTD | -18.7% | +133.7% | -152.4% | -33.0% |
| 1Y | -29.9% | +115.7% | -145.6% | -41.2% |
| All | +51.6% | +221.4% | -169.8% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 10y: compounded portfolio wealth divided by compounded VLO 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…
10y analysis · Full analysis span regression · 6 months rolling