+1.8%
IVV vs IBIT
-6.8%
+8.7%
-5.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.1% | +0.7% | -3.5% |
| 7D | -4.8% | -5.9% | +1.1% | -3.8% |
| 30D | -5.9% | -11.3% | +5.3% | -4.2% |
| 3M | -4.5% | +17.1% | -21.6% | -6.3% |
| 6M | +1.8% | -7.0% | +8.9% | +3.3% |
| All | +1.8% | -6.8% | +8.7% | +3.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling