+17.3%
VTI vs IBIT
-32.4%
+49.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.4% |
| 7D | -2.0% | -5.8% | +3.7% | -1.2% |
| 30D | -1.9% | +21.5% | -23.5% | -4.8% |
| 3M | +4.5% | +24.5% | -20.0% | +1.0% |
| 6M | +12.6% | +10.0% | +2.6% | +10.6% |
| YTD | +12.0% | -12.0% | +24.0% | +12.6% |
| 1Y | +17.3% | -32.3% | +49.6% | +23.4% |
| All | +17.3% | -32.4% | +49.7% | +23.4% |
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