+66.3%
IBIT vs VWO
+60.6%
+5.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.4% |
| 7D | +1.1% | +0.2% | +1.0% | +1.0% |
| 30D | +22.2% | +0.9% | +21.4% | +21.2% |
| 3M | +26.0% | +4.3% | +21.8% | +20.8% |
| 6M | +13.2% | +10.5% | +2.6% | +1.9% |
| YTD | -10.8% | +13.4% | -24.2% | -21.6% |
| 1Y | -29.9% | +18.6% | -48.5% | -40.9% |
| All | +66.3% | +60.6% | +5.8% | -1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling