+558.1%
VRT vs COIN
+113.7%
+444.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +3.1% |
| 7D | -8.4% | -5.1% | -3.3% | -7.0% |
| 30D | -10.9% | +17.6% | -28.4% | -15.5% |
| 3M | -13.7% | +9.2% | -22.9% | -17.3% |
| 6M | -4.1% | -11.8% | +7.6% | -3.5% |
| YTD | +58.7% | -22.5% | +81.2% | +63.2% |
| 1Y | +89.6% | -45.9% | +135.5% | +116.5% |
| 3Y | +558.1% | +117.4% | +440.8% | +327.8% |
| All | +558.1% | +113.7% | +444.4% | +327.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling