+58.9%
IBIT vs VSH
+25.3%
+33.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +13.4% | -14.8% | -3.8% |
| 7D | -2.4% | +3.5% | -5.9% | -3.4% |
| 30D | -9.1% | -22.4% | +13.3% | -5.3% |
| 3M | +15.0% | -25.2% | +40.2% | +19.9% |
| 6M | -6.9% | -22.5% | +15.7% | -8.6% |
| YTD | -14.8% | +84.2% | -99.0% | -35.7% |
| 1Y | -28.1% | +87.1% | -115.2% | -46.1% |
| All | +58.9% | +25.3% | +33.6% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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