-29.7%
IBIT vs VO
+13.8%
-43.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.7% | -4.0% | -5.0% |
| 7D | -2.4% | -0.1% | -2.2% | -2.1% |
| 30D | -9.1% | +0.5% | -9.6% | -9.6% |
| 3M | +15.0% | -1.0% | +16.0% | +16.8% |
| 6M | -6.9% | +6.4% | -13.3% | -15.6% |
| YTD | -14.8% | +13.6% | -28.4% | -29.0% |
| All | -29.7% | +13.8% | -43.5% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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