-29.9%
IBIT vs VMC
-15.3%
-14.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.0% | +0.3% |
| 7D | +1.1% | -5.3% | +6.5% | +2.1% |
| 30D | +22.2% | -12.3% | +34.5% | +25.0% |
| 3M | +26.0% | -10.3% | +36.3% | +28.0% |
| 6M | +13.2% | -8.6% | +21.7% | +13.7% |
| YTD | -10.8% | -11.9% | +1.1% | -11.0% |
| 1Y | -29.9% | -13.9% | -16.0% | -28.9% |
| All | -29.9% | -15.3% | -14.6% | -28.9% |
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