-46.6%
COIN vs OVV
+206.5%
-253.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.9% |
| 7D | -5.1% | -1.7% | -3.4% | -4.5% |
| 30D | +17.6% | +0.8% | +16.8% | +17.2% |
| 3M | +9.2% | +13.3% | -4.0% | +3.1% |
| 6M | -11.8% | +16.9% | -28.7% | -18.8% |
| YTD | -22.5% | +64.3% | -86.8% | -38.0% |
| 1Y | -45.9% | +54.2% | -100.1% | -55.9% |
| 3Y | +117.4% | +51.3% | +66.1% | +72.3% |
| 5Y | -29.4% | +154.3% | -183.7% | -45.8% |
| All | -46.6% | +206.5% | -253.1% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling