+1,093.1%
VRT vs COIN
-54.1%
+1,147.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.4% | -7.2% | -9.0% |
| 7D | +2.4% | -0.1% | +2.5% | +2.3% |
| 30D | -2.7% | +17.5% | -20.2% | -7.5% |
| 3M | -9.2% | +12.4% | -21.5% | -13.5% |
| 6M | -0.5% | -12.5% | +12.0% | +0.2% |
| YTD | +62.3% | -22.7% | +85.1% | +66.2% |
| 1Y | +109.6% | -45.2% | +154.8% | +134.4% |
| 3Y | +573.1% | +112.8% | +460.2% | +377.6% |
| 5Y | +953.6% | -31.9% | +985.5% | +685.4% |
| All | +1,093.1% | -54.1% | +1,147.2% | +798.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling