+13.8%
VRT vs COIN
-52.5%
+66.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.2% | -17.1% | -13.7% |
| 7D | -15.4% | -6.7% | -8.7% | -14.4% |
| 30D | -19.0% | -19.5% | +0.6% | -15.7% |
| 3M | -23.8% | +0.5% | -24.3% | -24.8% |
| 6M | -37.9% | -25.4% | -12.5% | -34.5% |
| YTD | +27.0% | -33.0% | +60.0% | +39.9% |
| 1Y | +13.8% | -50.7% | +64.5% | +46.8% |
| All | +13.8% | -52.5% | +66.3% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 COIN 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