-41.7%
COIN vs VTI
+87.4%
-129.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.7% | +10.4% |
| 7D | +3.7% | -1.3% | +5.0% | +7.5% |
| 30D | +28.9% | -2.4% | +31.3% | +38.1% |
| 3M | +19.8% | +2.6% | +17.3% | +12.3% |
| 6M | -2.1% | +15.6% | -17.7% | -33.0% |
| YTD | -15.3% | +12.4% | -27.8% | -36.3% |
| 1Y | -40.7% | +16.9% | -57.6% | -59.1% |
| 3Y | +129.4% | +74.3% | +55.2% | -40.4% |
| 5Y | -21.2% | +75.3% | -96.6% | -76.1% |
| All | -41.7% | +87.4% | -129.1% | -82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling