+66.3%
IBIT vs VTR
+96.5%
-30.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | +1.1% | -2.9% | +4.1% | +1.4% |
| 30D | +22.2% | -2.8% | +25.0% | +22.5% |
| 3M | +26.0% | +9.0% | +17.0% | +25.0% |
| 6M | +13.2% | +5.0% | +8.2% | +12.9% |
| YTD | -10.8% | +16.9% | -27.7% | -12.0% |
| 1Y | -29.9% | +34.3% | -64.2% | -32.5% |
| All | +66.3% | +96.5% | -30.2% | +40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling