-41.4%
COIN vs VG
-35.7%
-5.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.8% | -6.2% | -2.9% |
| 7D | -0.1% | +3.8% | -3.9% | -0.7% |
| 30D | +17.5% | +7.2% | +10.3% | +16.1% |
| 3M | +12.4% | +22.8% | -10.4% | +7.0% |
| 6M | -12.5% | +33.2% | -45.8% | -21.8% |
| YTD | -22.7% | +124.8% | -147.5% | -41.5% |
| 1Y | -45.2% | +15.8% | -61.0% | -50.9% |
| All | -41.4% | -35.7% | -5.7% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 5y: compounded portfolio wealth divided by compounded VG 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…
5y analysis · Full analysis span regression · 6 months rolling