+46.2%
IBIT vs VWO
+49.0%
-2.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.4% |
| 7D | -9.2% | +2.0% | -11.2% | -11.0% |
| 30D | -15.8% | -4.3% | -11.5% | -11.9% |
| 3M | +8.5% | -6.4% | +14.9% | +16.3% |
| 6M | -13.7% | -5.6% | -8.0% | -8.4% |
| YTD | -21.6% | +5.2% | -26.8% | -25.5% |
| 1Y | -30.0% | +5.2% | -35.1% | -33.4% |
| All | +46.2% | +49.0% | -2.8% | -6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling