-29.7%
IBIT vs VLO
+107.6%
-137.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.0% | -4.3% | -1.3% |
| 7D | -2.4% | -6.5% | +4.1% | -2.5% |
| 30D | -9.1% | -17.8% | +8.7% | -9.3% |
| 3M | +15.0% | +19.6% | -4.6% | +13.0% |
| 6M | -6.9% | +49.3% | -56.2% | -10.4% |
| YTD | -14.8% | +122.4% | -137.2% | -29.8% |
| All | -29.7% | +107.6% | -137.2% | -41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling