+71.3%
V vs COIN
-28.9%
+100.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.8% |
| 7D | -1.2% | -5.1% | +3.8% | -0.8% |
| 30D | +3.1% | +17.6% | -14.5% | +1.6% |
| 3M | +16.3% | +9.2% | +7.1% | +15.0% |
| 6M | +20.4% | -11.8% | +32.1% | +20.4% |
| YTD | +6.3% | -22.5% | +28.8% | +6.8% |
| 1Y | +8.7% | -45.9% | +54.6% | +12.1% |
| 3Y | +53.3% | +117.4% | -64.1% | +31.4% |
| All | +71.3% | -28.9% | +100.2% | +53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling