+66.7%
IBIT vs VT
+64.3%
+2.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.2% |
| 7D | +1.4% | +1.0% | +0.4% | +0.1% |
| 30D | +20.6% | -0.2% | +20.9% | +21.1% |
| 3M | +23.7% | +4.5% | +19.1% | +16.2% |
| 6M | +15.0% | +14.1% | +0.9% | -4.7% |
| YTD | -10.6% | +14.8% | -25.4% | -25.9% |
| 1Y | -30.3% | +21.2% | -51.5% | -46.1% |
| All | +66.7% | +64.3% | +2.4% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling