-39.8%
COIN vs VSH
+118.1%
-157.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.4% | -8.6% | -5.1% |
| 7D | +3.4% | +4.1% | -0.7% | +2.5% |
| 30D | +23.2% | -4.2% | +27.3% | +24.0% |
| 3M | +12.5% | -50.0% | +62.5% | +28.0% |
| 6M | -11.6% | +80.2% | -91.8% | -39.6% |
| YTD | -18.4% | +121.1% | -139.4% | -51.5% |
| 1Y | -39.8% | +112.0% | -151.8% | -63.6% |
| All | -39.8% | +118.1% | -157.9% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling