+66.7%
IBIT vs VTRS
+54.7%
+12.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.5% |
| 7D | +1.4% | -0.1% | +1.6% | +1.4% |
| 30D | +20.6% | +1.9% | +18.8% | +20.1% |
| 3M | +23.7% | +5.1% | +18.6% | +22.0% |
| 6M | +15.0% | +20.1% | -5.1% | +9.5% |
| YTD | -10.6% | +36.6% | -47.2% | -17.5% |
| 1Y | -30.3% | +64.1% | -94.4% | -38.7% |
| All | +66.7% | +54.7% | +12.0% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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