+69.8%
IBIT vs VTR
+98.5%
-28.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.4% | -2.3% |
| 7D | +3.0% | -1.7% | +4.7% | +3.2% |
| 30D | +23.1% | -2.4% | +25.6% | +23.3% |
| 3M | +25.6% | +14.8% | +10.8% | +23.9% |
| 6M | +9.1% | +5.3% | +3.8% | +8.9% |
| YTD | -8.9% | +18.1% | -27.0% | -10.2% |
| 1Y | -27.5% | +36.7% | -64.2% | -30.2% |
| All | +69.8% | +98.5% | -28.6% | +43.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling