+51.6%
IBIT vs VTV
+62.5%
-10.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.0% | -3.9% |
| 7D | -6.2% | +2.3% | -8.5% | -8.9% |
| 30D | -14.4% | +3.8% | -18.2% | -18.3% |
| 3M | +12.5% | +1.7% | +10.8% | +10.1% |
| 6M | -11.9% | +10.9% | -22.8% | -22.9% |
| YTD | -18.7% | +21.7% | -40.5% | -36.4% |
| 1Y | -29.9% | +23.4% | -53.3% | -46.1% |
| All | +51.6% | +62.5% | -10.9% | -23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling