+62.0%
VTI vs IBIT
+39.4%
+22.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | +0.1% |
| 7D | +2.5% | -9.2% | +11.7% | +3.9% |
| 30D | -1.5% | -15.8% | +14.3% | +0.8% |
| 3M | -3.2% | +8.5% | -11.7% | -4.4% |
| 6M | +2.3% | -13.7% | +16.0% | +4.0% |
| YTD | +11.6% | -21.6% | +33.2% | +14.3% |
| 1Y | +13.8% | -30.0% | +43.7% | +18.0% |
| All | +62.0% | +39.4% | +22.6% | +54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling