+37.8%
COIN vs VLTO
+70.6%
-32.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -3.0% | -2.6% |
| 7D | -5.3% | +1.0% | -6.3% | -5.7% |
| 30D | -26.2% | +17.5% | -43.6% | -32.7% |
| 3M | -17.1% | +21.4% | -38.5% | -25.8% |
| 6M | -36.7% | +38.1% | -74.9% | -48.3% |
| YTD | -43.6% | +19.0% | -62.6% | -48.7% |
| 1Y | -54.9% | +20.7% | -75.6% | -59.8% |
| 3Y | +37.8% | +64.3% | -26.5% | +9.5% |
| All | +37.8% | +70.6% | -32.8% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling