+51.6%
IBIT vs VO
+48.2%
+3.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -3.3% |
| 7D | -6.2% | +2.9% | -9.1% | -10.0% |
| 30D | -14.4% | +1.0% | -15.4% | -15.5% |
| 3M | +12.5% | -1.7% | +14.2% | +15.2% |
| 6M | -11.9% | +6.7% | -18.6% | -19.6% |
| YTD | -18.7% | +14.0% | -32.7% | -31.9% |
| 1Y | -29.9% | +13.7% | -43.6% | -41.1% |
| All | +51.6% | +48.2% | +3.3% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling