-30.3%
IBIT vs VSH
+105.2%
-135.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.7% |
| 7D | +1.4% | +6.2% | -4.8% | +0.6% |
| 30D | +20.6% | -11.1% | +31.8% | +22.3% |
| 3M | +23.7% | -44.9% | +68.6% | +33.6% |
| 6M | +15.0% | +90.0% | -75.0% | -15.0% |
| YTD | -10.6% | +118.8% | -129.4% | -38.1% |
| 1Y | -30.3% | +109.0% | -139.3% | -50.0% |
| All | -30.3% | +105.2% | -135.6% | -50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling