-11.9%
IBIT vs VTV
+11.1%
-23.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.0% | -4.1% |
| 7D | -6.2% | +2.3% | -8.5% | -8.0% |
| 30D | -14.4% | +3.8% | -18.2% | -16.4% |
| 3M | +12.5% | +1.7% | +10.8% | +11.6% |
| 6M | -11.9% | +10.9% | -22.8% | -20.2% |
| All | -11.9% | +11.1% | -23.0% | -20.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling