-30.0%
IBIT vs VTR
+18.3%
-48.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.6% |
| 7D | -9.2% | +0.2% | -9.4% | -9.2% |
| 30D | -15.8% | +5.5% | -21.3% | -15.2% |
| 3M | +8.5% | -0.9% | +9.5% | +8.8% |
| 6M | -13.7% | -0.4% | -13.3% | -12.3% |
| YTD | -21.6% | +17.0% | -38.6% | -14.6% |
| 1Y | -30.0% | +18.0% | -47.9% | -23.7% |
| All | -30.0% | +18.3% | -48.3% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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