+46.2%
IBIT vs VLO
+225.6%
-179.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.8% | -3.7% |
| 7D | -9.2% | +9.6% | -18.8% | -10.2% |
| 30D | -15.8% | -17.4% | +1.6% | -13.9% |
| 3M | +8.5% | +10.8% | -2.2% | +6.1% |
| 6M | -13.7% | +56.9% | -70.6% | -20.9% |
| YTD | -21.6% | +136.8% | -158.3% | -35.4% |
| 1Y | -30.0% | +120.7% | -150.6% | -41.5% |
| All | +46.2% | +225.6% | -179.3% | +11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling