-92.3%
COIA vs VT
+16.3%
-108.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -3.6% |
| 7D | -18.9% | -0.1% | -18.7% | -17.1% |
| 30D | -49.3% | -3.1% | -46.2% | -37.3% |
| 3M | -35.1% | -3.5% | -31.6% | -15.5% |
| 6M | -70.0% | +0.5% | -70.4% | -67.6% |
| YTD | -82.2% | +10.8% | -93.0% | -88.1% |
| 1Y | -91.7% | +11.9% | -103.6% | -94.7% |
| All | -92.3% | +16.3% | -108.7% | -96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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