-32.7%
IBIT vs VWO
+16.3%
-49.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.5% |
| 7D | -3.2% | -1.8% | -1.5% | -1.4% |
| 30D | +22.0% | -0.1% | +22.1% | +22.1% |
| 3M | +21.4% | +2.2% | +19.2% | +18.5% |
| 6M | +9.2% | +8.8% | +0.5% | -0.8% |
| YTD | -11.8% | +12.4% | -24.2% | -24.2% |
| 1Y | -32.7% | +15.6% | -48.3% | -44.2% |
| All | -32.7% | +16.3% | -49.0% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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