+66.3%
IBIT vs VSXY
+217.2%
-150.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | 0.0% |
| 7D | +1.1% | -10.7% | +11.9% | +1.7% |
| 30D | +22.2% | -24.3% | +46.5% | +24.0% |
| 3M | +26.0% | +1.0% | +25.0% | +25.5% |
| 6M | +13.2% | +57.4% | -44.2% | +8.1% |
| YTD | -10.8% | +39.8% | -50.6% | -14.1% |
| 1Y | -29.9% | +196.5% | -226.4% | -38.1% |
| All | +66.3% | +217.2% | -150.9% | +27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling