+56.5%
IBIT vs VLTO
+56.7%
-0.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -5.4% | +1.6% | -7.0% | -5.7% |
| 30D | -10.5% | +22.0% | -32.4% | -14.7% |
| 3M | +15.0% | +21.9% | -6.8% | +9.6% |
| 6M | -8.3% | +36.5% | -44.8% | -15.5% |
| YTD | -16.1% | +19.0% | -35.0% | -19.1% |
| 1Y | -30.8% | +21.0% | -51.7% | -33.9% |
| All | +56.5% | +56.7% | -0.2% | +33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling