-27.8%
COIN vs VO
+42.1%
-70.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | -0.4% |
| 7D | -5.1% | -1.5% | -3.6% | -1.0% |
| 30D | +17.6% | -3.0% | +20.6% | +28.2% |
| 3M | +9.2% | +2.8% | +6.4% | +1.7% |
| 6M | -11.8% | +10.9% | -22.7% | -32.9% |
| YTD | -22.5% | +12.5% | -35.0% | -42.2% |
| 1Y | -45.9% | +12.0% | -57.9% | -58.6% |
| 3Y | +117.4% | +56.3% | +61.1% | -25.3% |
| All | -27.8% | +42.1% | -70.0% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 5y: compounded portfolio wealth divided by compounded VO 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…
5y analysis · Full analysis span regression · 6 months rolling