+302.1%
VRT vs IBIT
+51.5%
+250.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.3% | +10.9% | +10.1% |
| 7D | -10.6% | -2.4% | -8.2% | -9.8% |
| 30D | -17.4% | -9.1% | -8.3% | -14.5% |
| 3M | -26.4% | +15.0% | -41.4% | -29.9% |
| 6M | -41.0% | -6.9% | -34.1% | -39.8% |
| YTD | +23.8% | -14.8% | +38.6% | +28.5% |
| 1Y | +11.6% | -28.1% | +39.7% | +22.2% |
| All | +302.1% | +51.5% | +250.6% | +259.0% |
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