+61.6%
IBIT vs VST
+199.4%
-137.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -6.2% | +1.1% | -4.0% |
| 7D | -5.9% | -19.9% | +14.0% | -2.3% |
| 30D | -11.3% | -29.7% | +18.4% | -5.9% |
| 3M | +17.1% | -19.6% | +36.7% | +20.8% |
| 6M | -7.0% | -29.4% | +22.4% | -2.2% |
| YTD | -13.3% | -29.7% | +16.4% | -9.5% |
| 1Y | -27.0% | -40.0% | +13.1% | -21.5% |
| All | +61.6% | +199.4% | -137.8% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling