-30.0%
IBIT vs VMC
-5.0%
-25.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -3.4% |
| 7D | -9.2% | -1.3% | -7.9% | -9.0% |
| 30D | -15.8% | +15.5% | -31.2% | -17.7% |
| 3M | +8.5% | +0.6% | +7.9% | +8.4% |
| 6M | -13.7% | +2.1% | -15.8% | -14.5% |
| YTD | -21.6% | -1.6% | -20.0% | -23.8% |
| 1Y | -30.0% | -1.2% | -28.8% | -32.3% |
| All | -30.0% | -5.0% | -25.0% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling