-59.8%
COIN vs VT
+57.5%
-117.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -1.6% |
| 7D | -9.2% | -0.1% | -9.0% | -8.8% |
| 30D | -26.3% | -3.1% | -23.3% | -18.8% |
| 3M | -11.1% | -3.5% | -7.6% | -0.1% |
| 6M | -34.3% | +0.5% | -34.8% | -34.4% |
| YTD | -41.6% | +10.8% | -52.4% | -55.5% |
| 1Y | -58.4% | +11.9% | -70.3% | -69.1% |
| 3Y | +42.2% | +73.0% | -30.8% | -68.2% |
| 5Y | -59.8% | +58.6% | -118.4% | -86.3% |
| All | -59.8% | +57.5% | -117.3% | -86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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