+46.2%
IBIT vs VLTO
+56.8%
-10.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.2% | -3.7% |
| 7D | -9.2% | +1.0% | -10.2% | -9.4% |
| 30D | -15.8% | +17.5% | -33.3% | -18.9% |
| 3M | +8.5% | +21.4% | -12.9% | +3.5% |
| 6M | -13.7% | +38.1% | -51.8% | -20.8% |
| YTD | -21.6% | +19.0% | -40.6% | -24.4% |
| 1Y | -30.0% | +20.7% | -50.6% | -33.1% |
| All | +46.2% | +56.8% | -10.5% | +24.9% |
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