+61.0%
IBIT vs VO
+43.8%
+17.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -1.1% | -2.6% | +1.4% | +2.6% |
| 30D | -9.2% | -0.9% | -8.2% | -7.9% |
| 3M | +17.5% | -3.0% | +20.5% | +22.7% |
| 6M | -7.2% | +2.2% | -9.4% | -10.0% |
| YTD | -13.6% | +10.6% | -24.2% | -24.5% |
| 1Y | -25.1% | +12.5% | -37.6% | -36.1% |
| All | +61.0% | +43.8% | +17.2% | -4.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling