-20.7%
IBIT vs VST
-35.7%
+15.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -13.8% | +16.7% | +5.1% |
| 7D | -1.8% | -15.7% | +14.0% | +0.8% |
| 30D | -6.7% | -17.0% | +10.3% | -4.2% |
| 3M | +24.6% | -15.9% | +40.4% | +27.2% |
| 6M | -0.2% | -25.0% | +24.8% | +3.9% |
| YTD | -8.7% | -25.1% | +16.4% | -6.8% |
| 1Y | -20.7% | -34.9% | +14.1% | -12.1% |
| All | -20.7% | -35.7% | +15.0% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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