-30.0%
IBIT vs VTV
+23.7%
-53.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.8% |
| 7D | -9.2% | +2.9% | -12.1% | -12.3% |
| 30D | -15.8% | +3.8% | -19.6% | -19.4% |
| 3M | +8.5% | +1.6% | +7.0% | +6.8% |
| 6M | -13.7% | +11.2% | -24.9% | -25.5% |
| YTD | -21.6% | +22.0% | -43.6% | -38.0% |
| 1Y | -30.0% | +24.9% | -54.8% | -45.8% |
| All | -30.0% | +23.7% | -53.7% | -45.8% |
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