+12.5%
IVV vs IBIT
-28.8%
+41.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | -0.1% | +1.1% |
| 7D | -0.9% | -6.8% | +5.9% | +0.2% |
| 30D | -2.3% | -9.9% | +7.5% | -0.8% |
| 3M | -1.2% | +17.5% | -18.7% | -3.4% |
| 6M | +3.3% | -9.1% | +12.4% | +4.5% |
| YTD | +12.3% | -14.9% | +27.3% | +12.9% |
| 1Y | +12.5% | -27.6% | +40.1% | +14.8% |
| All | +12.5% | -28.8% | +41.3% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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