-57.2%
COIN vs VTV
+23.8%
-81.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -3.1% | -6.6% | -2.7% |
| 7D | -14.8% | -2.2% | -12.6% | -10.0% |
| 30D | -26.3% | +2.2% | -28.6% | -29.5% |
| 3M | -8.7% | +0.4% | -9.1% | -9.0% |
| 6M | -30.8% | +9.4% | -40.3% | -43.9% |
| YTD | -39.5% | +19.0% | -58.5% | -59.3% |
| 1Y | -57.2% | +23.3% | -80.5% | -74.5% |
| All | -57.2% | +23.8% | -81.0% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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