-43.8%
COIN vs VCIT
+6.5%
-50.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +3.4% | -0.3% | +3.7% | +4.3% |
| 30D | +23.2% | -0.8% | +23.9% | +25.9% |
| 3M | +12.5% | -1.0% | +13.5% | +16.0% |
| 6M | -11.6% | -1.8% | -9.8% | -6.5% |
| YTD | -18.4% | -0.7% | -17.7% | -16.1% |
| 1Y | -39.8% | +1.0% | -40.8% | -40.7% |
| 3Y | +136.7% | +18.8% | +117.9% | +51.5% |
| 5Y | -33.7% | +3.5% | -37.2% | -54.8% |
| All | -43.8% | +6.5% | -50.2% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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