-50.7%
COIN vs VIG
+19.5%
-70.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.0% | -1.5% |
| 7D | -6.7% | +2.7% | -9.4% | -13.2% |
| 30D | -19.5% | +7.0% | -26.5% | -33.1% |
| 3M | +0.5% | +4.0% | -3.5% | -9.6% |
| 6M | -25.4% | +12.3% | -37.6% | -46.0% |
| YTD | -33.0% | +16.4% | -49.4% | -55.2% |
| 1Y | -50.7% | +19.2% | -69.9% | -70.4% |
| All | -50.7% | +19.5% | -70.2% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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