-30.0%
IBIT vs VST
-24.4%
-5.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -3.4% |
| 7D | -9.2% | +6.6% | -15.8% | -10.1% |
| 30D | -15.8% | -12.4% | -3.4% | -14.2% |
| 3M | +8.5% | -9.0% | +17.5% | +9.4% |
| 6M | -13.7% | -6.4% | -7.2% | -14.1% |
| YTD | -21.6% | -17.2% | -4.4% | -21.3% |
| 1Y | -30.0% | -22.0% | -7.9% | -28.4% |
| All | -30.0% | -24.4% | -5.6% | -28.4% |
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