-69.3%
COIG price history and return analytics
+39.6%
-108.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | -1.0% |
| 7D | -10.4% | -1.1% | -9.2% | -5.3% |
| 30D | +29.1% | -1.0% | +30.1% | +38.3% |
| 3M | +0.6% | +3.2% | -2.6% | -9.5% |
| 6M | -44.2% | +12.5% | -56.7% | -65.1% |
| YTD | -64.1% | +14.1% | -78.1% | -77.5% |
| 1Y | -85.2% | +18.9% | -104.1% | -91.7% |
| All | -69.3% | +39.6% | -108.9% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling