+69.8%
IBIT vs VRTX
+29.2%
+40.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -2.0% |
| 7D | +3.0% | +0.8% | +2.2% | +2.9% |
| 30D | +23.1% | +12.6% | +10.5% | +20.6% |
| 3M | +25.6% | +23.6% | +1.9% | +21.1% |
| 6M | +9.1% | +14.3% | -5.1% | +6.5% |
| YTD | -8.9% | +20.5% | -29.4% | -11.8% |
| 1Y | -27.5% | +37.6% | -65.0% | -30.8% |
| All | +69.8% | +29.2% | +40.7% | +60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling