+462.6%
VRT vs IBIT
+61.9%
+400.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.4% | +6.8% | +5.1% |
| 7D | +9.1% | +3.0% | +6.1% | +8.0% |
| 30D | +0.9% | +23.1% | -22.2% | -6.1% |
| 3M | -13.4% | +25.6% | -38.9% | -20.0% |
| 6M | +11.7% | +9.1% | +2.5% | +7.9% |
| YTD | +73.2% | -8.9% | +82.1% | +75.6% |
| 1Y | +123.4% | -27.5% | +150.9% | +143.0% |
| All | +462.6% | +61.9% | +400.7% | +390.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling