+320.5%
VRT vs IBIT
+44.5%
+276.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.5% | +6.0% | +3.0% |
| 7D | +18.6% | -6.2% | +24.8% | +21.1% |
| 30D | -11.7% | -14.4% | +2.7% | -6.7% |
| 3M | -27.3% | +12.5% | -39.7% | -30.2% |
| 6M | -42.9% | -11.9% | -31.0% | -40.6% |
| YTD | +29.5% | -18.7% | +48.2% | +36.6% |
| 1Y | +21.0% | -29.9% | +51.0% | +33.6% |
| All | +320.5% | +44.5% | +276.1% | +281.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling