+58.9%
IBIT vs VLTO
+56.5%
+2.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.5% |
| 7D | -2.4% | +2.0% | -4.4% | -2.8% |
| 30D | -9.1% | +21.8% | -30.9% | -13.3% |
| 3M | +15.0% | +20.2% | -5.2% | +9.9% |
| 6M | -6.9% | +36.3% | -43.2% | -14.2% |
| YTD | -14.8% | +18.8% | -33.6% | -17.8% |
| 1Y | -28.1% | +20.4% | -48.5% | -31.3% |
| All | +58.9% | +56.5% | +2.4% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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