-45.9%
COIN vs VUG
+13.0%
-58.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | -0.2% |
| 7D | -5.1% | -0.5% | -4.6% | -4.0% |
| 30D | +17.6% | -1.0% | +18.5% | +20.6% |
| 3M | +9.2% | +3.5% | +5.7% | +1.6% |
| 6M | -11.8% | +14.2% | -26.0% | -34.3% |
| YTD | -22.5% | +8.5% | -31.0% | -34.4% |
| 1Y | -45.9% | +12.9% | -58.8% | -57.4% |
| All | -45.9% | +13.0% | -58.9% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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