-32.3%
IBIT vs VTV
+23.7%
-56.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.4% |
| 7D | -5.8% | -2.1% | -3.7% | -3.0% |
| 30D | +21.5% | -1.3% | +22.9% | +23.8% |
| 3M | +24.5% | +5.6% | +18.9% | +14.5% |
| 6M | +10.0% | +12.4% | -2.4% | -8.6% |
| YTD | -12.0% | +17.6% | -29.7% | -29.9% |
| 1Y | -32.3% | +23.5% | -55.8% | -47.9% |
| All | -32.3% | +23.7% | -56.0% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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