+69.8%
IBIT vs VLO
+217.7%
-147.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +3.0% | +5.2% | -2.2% | +2.2% |
| 30D | +23.1% | +22.6% | +0.5% | +19.0% |
| 3M | +25.6% | +43.8% | -18.2% | +17.9% |
| 6M | +9.1% | +65.7% | -56.6% | -1.6% |
| YTD | -8.9% | +131.1% | -140.0% | -24.2% |
| 1Y | -27.5% | +143.6% | -171.1% | -40.7% |
| All | +69.8% | +217.7% | -147.9% | +31.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling