+977.6%
VRT vs COIN
-28.9%
+1,006.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -15.4% |
| 3M | -13.7% | +9.2% | -22.9% | -17.3% |
| 6M | -4.1% | -11.8% | +7.6% | -3.7% |
| YTD | +58.7% | -22.5% | +81.2% | +62.5% |
| 1Y | +89.6% | -45.9% | +135.5% | +114.0% |
| 3Y | +558.1% | +117.4% | +440.8% | +351.7% |
| All | +977.6% | -28.9% | +1,006.5% | +761.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling