+22.1%
VZ vs IBIT
-28.8%
+50.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.7% |
| 7D | +0.9% | -6.8% | +7.7% | +0.4% |
| 30D | +8.9% | -9.9% | +18.8% | +8.1% |
| 3M | +0.1% | +17.5% | -17.4% | +1.2% |
| 6M | +1.9% | -9.1% | +11.0% | +1.0% |
| YTD | +22.0% | -14.9% | +37.0% | +21.6% |
| 1Y | +22.1% | -27.6% | +49.7% | +20.0% |
| All | +22.1% | -28.8% | +50.9% | +20.0% |
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