+45.0%
V vs IBIT
+61.9%
-16.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.8% |
| 7D | -1.7% | +3.0% | -4.7% | -1.9% |
| 30D | +2.0% | +23.1% | -21.1% | +0.8% |
| 3M | +17.4% | +25.6% | -8.2% | +15.8% |
| 6M | +17.5% | +9.1% | +8.4% | +16.8% |
| YTD | +7.6% | -8.9% | +16.5% | +7.8% |
| 1Y | +7.7% | -27.5% | +35.2% | +9.5% |
| All | +45.0% | +61.9% | -16.9% | +40.9% |
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