+64.0%
IBIT vs VRSK
-23.5%
+87.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.4% |
| 7D | -5.8% | -7.7% | +2.0% | -5.9% |
| 30D | +21.5% | -2.8% | +24.4% | +21.6% |
| 3M | +24.5% | -3.7% | +28.2% | +24.5% |
| 6M | +10.0% | -12.8% | +22.8% | +11.0% |
| YTD | -12.0% | -21.0% | +8.9% | -11.1% |
| 1Y | -32.3% | -32.5% | +0.2% | -31.1% |
| All | +64.0% | -23.5% | +87.6% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 5y: compounded portfolio wealth divided by compounded VRSK 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…
5y analysis · Full analysis span regression · 6 months rolling