+66.7%
IBIT vs VNQ
+21.2%
+45.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | +1.4% | -0.4% | +1.8% | +1.7% |
| 30D | +20.6% | -2.5% | +23.2% | +22.7% |
| 3M | +23.7% | +1.4% | +22.3% | +22.1% |
| 6M | +15.0% | +4.6% | +10.4% | +10.7% |
| YTD | -10.6% | +10.5% | -21.1% | -17.2% |
| 1Y | -30.3% | +8.4% | -38.7% | -34.6% |
| All | +66.7% | +21.2% | +45.5% | +39.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling