+66.7%
IBIT vs VYM
+56.4%
+10.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.3% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | +20.6% | -1.3% | +21.9% | +22.6% |
| 3M | +23.7% | +4.1% | +19.6% | +17.2% |
| 6M | +15.0% | +9.8% | +5.2% | +1.4% |
| YTD | -10.6% | +15.3% | -25.9% | -25.6% |
| 1Y | -30.3% | +20.0% | -50.3% | -44.7% |
| All | +66.7% | +56.4% | +10.3% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 all: compounded portfolio wealth divided by compounded VYM 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…
all analysis · Full analysis span regression · 6 months rolling