+63.8%
VTI vs IBIT
+56.7%
+7.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.9% | -3.2% | +2.3% | -0.5% |
| 30D | -1.4% | +22.0% | -23.4% | -4.2% |
| 3M | +3.6% | +21.4% | -17.8% | +0.7% |
| 6M | +13.6% | +9.2% | +4.4% | +11.8% |
| YTD | +12.9% | -11.8% | +24.8% | +13.8% |
| 1Y | +17.2% | -32.7% | +49.9% | +22.1% |
| All | +63.8% | +56.7% | +7.2% | +54.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling