-29.8%
COYA price history and return analytics
+95.4%
-125.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.4% | +0.2% |
| 7D | +4.2% | -0.7% | +4.9% | +5.5% |
| 30D | -33.3% | -1.7% | -31.5% | -31.5% |
| 3M | -33.1% | -2.3% | -30.8% | -30.9% |
| 6M | -23.2% | +1.5% | -24.7% | -23.5% |
| YTD | -44.7% | +12.0% | -56.7% | -50.0% |
| 1Y | -46.6% | +12.9% | -59.5% | -52.1% |
| 3Y | -36.4% | +74.9% | -111.4% | -60.9% |
| All | -29.8% | +95.4% | -125.2% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling