+62.8%
V vs IBIT
+44.5%
+18.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.5% | -0.5% |
| 7D | -0.4% | -6.2% | +5.8% | 0.0% |
| 30D | +6.3% | -14.4% | +20.7% | +7.2% |
| 3M | +17.2% | +12.5% | +4.7% | +16.4% |
| 6M | +29.2% | -11.9% | +41.1% | +30.1% |
| YTD | +20.8% | -18.7% | +39.5% | +21.8% |
| 1Y | +25.0% | -29.9% | +54.9% | +27.2% |
| All | +62.8% | +44.5% | +18.4% | +59.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling