-29.9%
IBIT vs VUG
+3.0%
-32.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.2% | -4.2% |
| 7D | -6.2% | +4.4% | -10.6% | -10.9% |
| 30D | -14.4% | -7.3% | -7.0% | -6.0% |
| 3M | +12.5% | -4.2% | +16.7% | +18.6% |
| 6M | -11.9% | -1.6% | -10.3% | -10.3% |
| YTD | -18.7% | +4.9% | -23.6% | -24.2% |
| 1Y | -29.9% | +3.8% | -33.7% | -33.8% |
| All | -29.9% | +3.0% | -32.9% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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