-46.6%
COIN vs VTEB
+2.3%
-49.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +0.9% |
| 7D | -5.1% | -0.9% | -4.2% | -3.1% |
| 30D | +17.6% | -2.5% | +20.1% | +24.6% |
| 3M | +9.2% | -3.0% | +12.2% | +17.1% |
| 6M | -11.8% | -2.1% | -9.6% | -6.9% |
| YTD | -22.5% | -1.5% | -21.0% | -19.3% |
| 1Y | -45.9% | +0.2% | -46.1% | -45.5% |
| 3Y | +117.4% | +8.6% | +108.8% | +68.2% |
| 5Y | -29.4% | +1.2% | -30.6% | -30.8% |
| All | -46.6% | +2.3% | -49.0% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 all: compounded portfolio wealth divided by compounded VTEB 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…
all analysis · Full analysis span regression · 6 months rolling