+117.4%
COIN vs ITOT
+75.8%
+41.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | -0.5% |
| 7D | -5.1% | -0.9% | -4.2% | -2.7% |
| 30D | +17.6% | -1.5% | +19.0% | +22.8% |
| 3M | +9.2% | +3.6% | +5.7% | +0.1% |
| 6M | -11.8% | +13.7% | -25.5% | -36.2% |
| YTD | -22.5% | +12.9% | -35.4% | -41.8% |
| 1Y | -45.9% | +17.2% | -63.1% | -62.4% |
| 3Y | +117.4% | +75.6% | +41.8% | -35.4% |
| All | +117.4% | +75.8% | +41.6% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling