+21.2%
VZ vs IBIT
-28.1%
+49.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -1.0% |
| 7D | +0.1% | +3.0% | -2.9% | +0.3% |
| 30D | +7.9% | +23.1% | -15.2% | +9.3% |
| 3M | +13.6% | +25.6% | -11.9% | +15.3% |
| 6M | +1.1% | +9.1% | -8.0% | +1.8% |
| YTD | +29.3% | -8.9% | +38.2% | +29.4% |
| 1Y | +21.2% | -27.5% | +48.7% | +20.5% |
| All | +21.2% | -28.1% | +49.4% | +20.5% |
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