-30.3%
IBIT vs VRTX
+33.8%
-64.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -0.8% |
| 7D | +1.4% | -3.4% | +4.9% | +2.6% |
| 30D | +20.6% | +6.6% | +14.0% | +18.1% |
| 3M | +23.7% | +19.4% | +4.3% | +16.4% |
| 6M | +15.0% | +15.8% | -0.8% | +8.9% |
| YTD | -10.6% | +16.7% | -27.3% | -15.8% |
| 1Y | -30.3% | +33.8% | -64.1% | -37.0% |
| All | -30.3% | +33.8% | -64.1% | -37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling