-27.8%
COIN vs VOO
+82.8%
-110.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | -0.6% |
| 7D | -5.1% | -0.8% | -4.3% | -3.0% |
| 30D | +17.6% | -1.1% | +18.7% | +21.7% |
| 3M | +9.2% | +3.9% | +5.4% | -1.4% |
| 6M | -11.8% | +13.6% | -25.4% | -37.3% |
| YTD | -22.5% | +12.7% | -35.2% | -42.6% |
| 1Y | -45.9% | +17.6% | -63.5% | -63.7% |
| 3Y | +117.4% | +77.3% | +40.1% | -48.8% |
| All | -27.8% | +82.8% | -110.6% | -81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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