+58.6%
IBIT vs VRSN
+57.5%
+1.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.4% | +1.3% |
| 7D | -6.8% | -1.2% | -5.6% | -6.7% |
| 30D | -9.9% | +3.8% | -13.6% | -10.1% |
| 3M | +17.5% | +9.5% | +8.0% | +16.8% |
| 6M | -9.1% | +10.3% | -19.4% | -9.8% |
| YTD | -14.9% | +30.5% | -45.4% | -17.6% |
| 1Y | -27.6% | +27.9% | -55.5% | -29.6% |
| All | +58.6% | +57.5% | +1.1% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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