Understanding Vault Metrics

Learn how to interpret the key performance metrics used to evaluate vault performance and risk on Yield Delta.

📊 Key Performance Indicators

Sharpe Ratio

What is the Sharpe Ratio?

The Sharpe Ratio is a measure of risk-adjusted return. It tells you how much excess return you receive for the extra volatility (risk) you endure by holding a risky asset instead of a risk-free asset.

Formula: Sharpe Ratio = (Return - Risk-free Rate) / Standard Deviation of Return

How to Interpret Sharpe Ratio

Sharpe RatioRatingInterpretation
< 0PoorReturns are below the risk-free rate. You'd be better off with a risk-free investment.
0 - 1Sub-optimalReturns exceed risk-free rate, but the risk may not be adequately compensated.
1 - 2GoodAcceptable risk-adjusted returns. The investment is reasonably efficient.
2 - 3Very GoodStrong risk-adjusted performance. High returns relative to volatility.
> 3ExcellentExceptional risk-adjusted returns. Rare and highly desirable performance.

💡 Pro Tip: A higher Sharpe Ratio indicates better risk-adjusted performance. When comparing vaults, prefer those with higher Sharpe Ratios, as they offer more return per unit of risk taken.

Practical Example

Let's compare two vaults:

🔵 Vault A

  • APY: 25%
  • Volatility: 15%
  • Sharpe Ratio: 1.5

🟢 Vault B

  • APY: 35%
  • Volatility: 30%
  • Sharpe Ratio: 1.0

Analysis: While Vault B has a higher APY (35% vs 25%), Vault A has a better Sharpe Ratio (1.5 vs 1.0). This means Vault A provides better risk-adjusted returns - you get more return for each unit of risk you take. For risk-conscious investors, Vault A is the better choice.

Annual Percentage Yield (APY)

What is APY?

APY (Annual Percentage Yield) represents the total return on your investment over one year, including compound interest. It accounts for how frequently returns are reinvested.

APY vs APR

Example:

A vault with 12% APR compounded monthly:

APY = (1 + 0.12/12)^12 - 1 = 12.68%

The extra 0.68% comes from earning interest on your interest throughout the year.

Total Value Locked (TVL)

What is TVL?

Total Value Locked (TVL) is the total amount of assets deposited in a vault or protocol, measured in USD. It's a key indicator of a vault's popularity and liquidity.

Why TVL Matters

Volatility / Standard Deviation

What is Volatility?

Volatility measures how much a vault's returns fluctuate over time. Higher volatility means more uncertainty and larger price swings.

Volatility LevelRisk ProfileSuitable For
Low (< 10%)ConservativeRisk-averse investors seeking stable returns
Medium (10-25%)ModerateBalanced portfolios with mixed risk tolerance
High (> 25%)AggressiveRisk-tolerant investors seeking maximum growth

🎯 How to Use These Metrics

Step 1: Define Your Risk Tolerance

🛡️ Conservative Investor

  • Focus on: Sharpe Ratio > 1.5, Low Volatility (< 15%)
  • Strategy: Stable stablecoin vaults, delta-neutral strategies

⚖️ Balanced Investor

  • Focus on: Sharpe Ratio > 1.0, Moderate Volatility (15-25%)
  • Strategy: Mixed portfolio of concentrated liquidity and farming

🚀 Aggressive Investor

  • Focus on: High APY, Acceptable Sharpe Ratio > 0.8
  • Strategy: High-yield farms, volatile pairs, arbitrage opportunities

Step 2: Compare Vaults

When choosing between vaults, consider:

  1. Sharpe Ratio first - Best risk-adjusted returns
  2. APY second - Total expected yield
  3. TVL third - Liquidity and trust indicator
  4. Volatility fourth - Matches your risk tolerance
  5. Strategy type - Understand the underlying mechanics

Step 3: Monitor Performance

⚠️ Important Considerations

Historical Performance ≠ Future Results

Past Sharpe Ratios and APYs don't guarantee future performance. Market conditions change, and DeFi strategies can experience sudden shifts in returns and risk.

Smart Contract Risk

All DeFi vaults carry smart contract risk. Even high Sharpe Ratio vaults can experience total loss from exploits. Always DYOR and never invest more than you can afford to lose.

Impermanent Loss

Liquidity provision strategies can experience impermanent loss. Check the vault's IL protection mechanisms and historical IL statistics.

📚 Further Reading


Understanding these metrics empowers you to make informed investment decisions. 📊