+20.1%
VZ vs COIN
-54.8%
+74.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.5% |
| 7D | -1.2% | -10.6% | +9.4% | -1.2% |
| 30D | +5.7% | +16.0% | -10.2% | +5.7% |
| 3M | +8.2% | +11.9% | -3.6% | +8.2% |
| 6M | +1.7% | -12.3% | +14.1% | +1.7% |
| YTD | +28.9% | -23.8% | +52.7% | +29.0% |
| 1Y | +22.7% | -45.4% | +68.1% | +23.1% |
| 3Y | +82.7% | +109.9% | -27.2% | +75.7% |
| 5Y | +26.4% | -30.6% | +57.0% | +18.2% |
| All | +20.1% | -54.8% | +74.9% | +13.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling