-27.8%
COIN vs VGT
+136.3%
-164.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | -0.5% |
| 7D | -5.1% | -0.2% | -4.9% | -4.8% |
| 30D | +17.6% | -0.4% | +18.0% | +19.0% |
| 3M | +9.2% | +4.4% | +4.8% | -0.9% |
| 6M | -11.8% | +32.1% | -43.8% | -49.3% |
| YTD | -22.5% | +28.8% | -51.3% | -52.6% |
| 1Y | -45.9% | +35.3% | -81.2% | -69.5% |
| 3Y | +117.4% | +124.8% | -7.4% | -53.4% |
| All | -27.8% | +136.3% | -164.1% | -84.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling