+21.2%
VZ vs COIN
-53.0%
+74.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.5% |
| 7D | +0.2% | +1.2% | -1.0% | +0.2% |
| 30D | +7.1% | +16.5% | -9.4% | +7.1% |
| 3M | +12.8% | +10.4% | +2.4% | +12.8% |
| 6M | +1.8% | -9.3% | +11.1% | +1.8% |
| YTD | +30.0% | -20.9% | +50.9% | +30.1% |
| 1Y | +24.3% | -40.8% | +65.1% | +24.7% |
| 3Y | +84.3% | +118.0% | -33.7% | +77.2% |
| 5Y | +25.9% | -30.7% | +56.6% | +17.7% |
| All | +21.2% | -53.0% | +74.2% | +14.4% |
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 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