-30.0%
IBIT vs VSXY
+202.3%
-232.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.0% | -3.5% |
| 7D | -9.2% | -1.7% | -7.4% | -9.2% |
| 30D | -15.8% | +20.1% | -35.9% | -15.2% |
| 3M | +8.5% | +16.6% | -8.1% | +9.2% |
| 6M | -13.7% | +134.9% | -148.6% | -11.2% |
| YTD | -21.6% | +96.0% | -117.6% | -18.0% |
| 1Y | -30.0% | +203.8% | -233.7% | -18.0% |
| All | -30.0% | +202.3% | -232.3% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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