+289.6%
VRT vs IBIT
+49.2%
+240.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.6% |
| 7D | -17.7% | -5.4% | -12.3% | -16.1% |
| 30D | -20.0% | -10.5% | -9.5% | -16.7% |
| 3M | -28.1% | +15.0% | -43.1% | -31.5% |
| 6M | -42.8% | -8.3% | -34.6% | -41.3% |
| YTD | +20.0% | -16.1% | +36.0% | +25.2% |
| 1Y | +3.5% | -30.8% | +34.3% | +14.8% |
| All | +289.6% | +49.2% | +240.4% | +249.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling