+66.9%
IVV vs IBIT
+61.9%
+5.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.1% |
| 7D | +0.1% | +3.0% | -2.9% | -0.3% |
| 30D | +0.1% | +23.1% | -23.0% | -2.7% |
| 3M | +2.0% | +25.6% | -23.6% | -1.1% |
| 6M | +13.0% | +9.1% | +3.9% | +11.4% |
| YTD | +13.6% | -8.9% | +22.5% | +13.9% |
| 1Y | +20.1% | -27.5% | +47.5% | +23.5% |
| All | +66.9% | +61.9% | +5.0% | +57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling