-27.8%
COIN vs VSH
+74.2%
-102.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.1% | -4.4% | -1.5% |
| 7D | -5.1% | +4.8% | -9.8% | -7.5% |
| 30D | +17.6% | -0.7% | +18.3% | +17.2% |
| 3M | +9.2% | -43.1% | +52.3% | +40.8% |
| 6M | -11.8% | +91.8% | -103.5% | -54.2% |
| YTD | -22.5% | +131.6% | -154.1% | -66.0% |
| 1Y | -45.9% | +118.1% | -164.0% | -75.4% |
| 3Y | +117.4% | +40.9% | +76.5% | +39.5% |
| All | -27.8% | +74.2% | -102.0% | -65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling