+483.2%
VRT vs IBIT
+58.9%
+424.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.5% | +4.3% |
| 7D | +13.6% | +1.4% | +12.2% | +13.0% |
| 30D | +6.8% | +20.6% | -13.9% | -0.1% |
| 3M | -3.2% | +23.7% | -26.9% | -10.2% |
| 6M | +20.3% | +15.0% | +5.3% | +14.3% |
| YTD | +79.6% | -10.6% | +90.2% | +83.1% |
| 1Y | +139.0% | -30.3% | +169.3% | +163.3% |
| All | +483.2% | +58.9% | +424.3% | +411.4% |
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