+58.9%
IBIT vs VRTX
+30.3%
+28.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | -2.4% | -0.4% | -2.0% | -2.3% |
| 30D | -9.1% | +8.0% | -17.1% | -10.3% |
| 3M | +15.0% | +11.0% | +4.0% | +12.9% |
| 6M | -6.9% | +28.2% | -35.0% | -10.8% |
| YTD | -14.8% | +21.5% | -36.3% | -17.7% |
| 1Y | -28.1% | +34.5% | -62.7% | -31.4% |
| All | +58.9% | +30.3% | +28.6% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 10y: compounded portfolio wealth divided by compounded VRTX 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…
10y analysis · Full analysis span regression · 6 months rolling