+64.4%
IBIT vs VNQ
+19.8%
+44.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.3% |
| 7D | -3.2% | -1.3% | -2.0% | -2.4% |
| 30D | +22.0% | -2.6% | +24.5% | +24.1% |
| 3M | +21.4% | -2.0% | +23.4% | +22.8% |
| 6M | +9.2% | +4.3% | +4.9% | +5.2% |
| YTD | -11.8% | +9.2% | -21.1% | -17.7% |
| 1Y | -32.7% | +5.6% | -38.3% | -35.6% |
| All | +64.4% | +19.8% | +44.6% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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