-46.6%
COIN vs VIG
+75.1%
-121.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | -0.1% |
| 7D | -5.1% | -1.1% | -4.0% | -2.3% |
| 30D | +17.6% | -2.7% | +20.3% | +26.5% |
| 3M | +9.2% | +2.5% | +6.7% | +2.6% |
| 6M | -11.8% | +9.2% | -21.0% | -29.4% |
| YTD | -22.5% | +9.8% | -32.3% | -38.2% |
| 1Y | -45.9% | +12.4% | -58.3% | -58.9% |
| 3Y | +117.4% | +55.9% | +61.5% | -24.7% |
| 5Y | -29.4% | +63.9% | -93.4% | -75.6% |
| All | -46.6% | +75.1% | -121.7% | -81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling