+69.8%
IBIT vs VLTO
+27.5%
+42.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.0% |
| 7D | +3.0% | -2.3% | +5.3% | +3.7% |
| 30D | +23.1% | -0.9% | +24.0% | +23.4% |
| 3M | +25.6% | +13.8% | +11.7% | +20.7% |
| 6M | +9.1% | +2.0% | +7.1% | +8.8% |
| YTD | -8.9% | -3.2% | -5.7% | -7.7% |
| 1Y | -27.5% | -9.2% | -18.3% | -24.6% |
| All | +69.8% | +27.5% | +42.3% | +52.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling