+101.7%
IVV vs COIN
-51.5%
+153.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | 0.0% |
| 7D | +0.1% | +3.4% | -3.2% | -0.3% |
| 30D | +0.1% | +23.2% | -23.1% | -2.3% |
| 3M | +2.0% | +12.5% | -10.5% | +0.1% |
| 6M | +13.0% | -11.6% | +24.7% | +13.2% |
| YTD | +13.6% | -18.4% | +31.9% | +13.9% |
| 1Y | +20.1% | -39.8% | +59.9% | +23.7% |
| 3Y | +77.6% | +136.7% | -59.1% | +49.1% |
| 5Y | +82.5% | -33.7% | +116.2% | +59.1% |
| All | +101.7% | -51.5% | +153.2% | +75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling