-30.3%
IBIT vs VLO
+149.2%
-179.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.3% | -5.1% | -2.0% |
| 7D | +1.4% | +5.8% | -4.3% | +1.2% |
| 30D | +20.6% | +28.3% | -7.7% | +19.4% |
| 3M | +23.7% | +48.7% | -25.1% | +21.2% |
| 6M | +15.0% | +71.9% | -56.9% | +8.5% |
| YTD | -10.6% | +138.7% | -149.3% | -21.3% |
| 1Y | -30.3% | +148.5% | -178.8% | -36.4% |
| All | -30.3% | +149.2% | -179.5% | -36.4% |
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