-46.6%
COIN vs VNQ
+22.0%
-68.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +0.6% |
| 7D | -5.1% | -1.3% | -3.8% | -3.1% |
| 30D | +17.6% | -2.6% | +20.2% | +22.7% |
| 3M | +9.2% | -2.0% | +11.3% | +12.4% |
| 6M | -11.8% | +4.3% | -16.1% | -18.3% |
| YTD | -22.5% | +9.2% | -31.7% | -33.2% |
| 1Y | -45.9% | +5.6% | -51.5% | -50.8% |
| 3Y | +117.4% | +30.8% | +86.5% | +31.0% |
| 5Y | -29.4% | +8.0% | -37.4% | -32.6% |
| All | -46.6% | +22.0% | -68.6% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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