-39.8%
COIN vs VGT
+40.8%
-80.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.7% |
| 7D | +3.4% | +1.0% | +2.4% | +2.1% |
| 30D | +23.2% | +1.3% | +21.9% | +21.4% |
| 3M | +12.5% | -1.1% | +13.6% | +14.8% |
| 6M | -11.6% | +32.6% | -44.3% | -49.4% |
| YTD | -18.4% | +29.0% | -47.3% | -50.5% |
| 1Y | -39.8% | +39.7% | -79.5% | -67.4% |
| All | -39.8% | +40.8% | -80.6% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling