-50.2%
COIW vs VT
+23.3%
-73.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.1% |
| 7D | +4.0% | +0.4% | +3.5% | +2.8% |
| 30D | +27.1% | +1.0% | +26.1% | +24.4% |
| 3M | +12.6% | +2.4% | +10.2% | +6.3% |
| 6M | -17.4% | +12.0% | -29.4% | -41.4% |
| YTD | -25.6% | +15.3% | -41.0% | -52.3% |
| 1Y | -50.2% | +22.6% | -72.8% | -74.7% |
| All | -50.2% | +23.3% | -73.5% | -74.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling