-0.5%
VRT vs COIN
-11.8%
+11.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.4% | -7.2% | -9.3% |
| 7D | +2.4% | -0.1% | +2.5% | +2.3% |
| 30D | -2.7% | +17.5% | -20.2% | -4.9% |
| 3M | -9.2% | +12.4% | -21.5% | -10.0% |
| 6M | -0.5% | -12.5% | +12.0% | +3.2% |
| All | -0.5% | -11.8% | +11.2% | +3.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling