+26.0%
V vs IBIT
-29.7%
+55.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.4% |
| 7D | +0.8% | -5.4% | +6.2% | +1.0% |
| 30D | +9.9% | -10.5% | +20.4% | +10.2% |
| 3M | +17.5% | +15.0% | +2.5% | +17.6% |
| 6M | +33.5% | -8.3% | +41.8% | +34.1% |
| YTD | +21.6% | -16.1% | +37.6% | +19.8% |
| All | +26.0% | -29.7% | +55.8% | +24.3% |
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 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