+45.5%
VZ vs IBIT
+54.0%
-8.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.1% | +5.0% | -0.3% |
| 7D | +5.6% | -5.9% | +11.5% | +5.4% |
| 30D | +1.9% | -11.3% | +13.1% | +1.4% |
| 3M | +0.8% | +17.1% | -16.3% | +1.5% |
| 6M | +0.6% | -7.0% | +7.6% | +0.4% |
| YTD | +20.8% | -13.3% | +34.1% | +20.7% |
| 1Y | +23.9% | -27.0% | +50.9% | +23.3% |
| All | +45.5% | +54.0% | -8.5% | +56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling