+78.1%
IVV vs COIN
+39.1%
+39.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.2% |
| 7D | +2.6% | -5.3% | +7.8% | +3.1% |
| 30D | -2.0% | -26.2% | +24.2% | +0.8% |
| 3M | -2.8% | -17.1% | +14.3% | -1.6% |
| 6M | +2.2% | -36.7% | +38.9% | +5.6% |
| YTD | +11.5% | -43.6% | +55.1% | +15.5% |
| 1Y | +13.5% | -54.9% | +68.4% | +20.0% |
| 3Y | +78.1% | +37.8% | +40.3% | +73.1% |
| All | +78.1% | +39.1% | +39.0% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 3y: compounded portfolio wealth divided by compounded COIN 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…
3y analysis · Full analysis span regression · 6 months rolling