-46.6%
COIN vs VGT
+160.4%
-207.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | -0.4% |
| 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% | -0.7% |
| 6M | -11.8% | +32.1% | -43.8% | -48.8% |
| YTD | -22.5% | +28.8% | -51.3% | -52.1% |
| 1Y | -45.9% | +35.3% | -81.2% | -69.2% |
| 3Y | +117.4% | +124.8% | -7.4% | -51.5% |
| 5Y | -29.4% | +137.9% | -167.3% | -84.1% |
| All | -46.6% | +160.4% | -207.0% | -88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling