+393.6%
COHR vs ITOT
+74.3%
+319.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.3% | +2.4% |
| 7D | +8.3% | -0.9% | +9.2% | +10.4% |
| 30D | -14.1% | -1.5% | -12.7% | -11.6% |
| 3M | -16.0% | +3.6% | -19.6% | -20.3% |
| 6M | +21.5% | +13.7% | +7.8% | -2.7% |
| YTD | +65.4% | +12.9% | +52.5% | +35.6% |
| 1Y | +195.0% | +17.2% | +177.8% | +128.6% |
| 3Y | +830.2% | +75.6% | +754.5% | +296.1% |
| All | +393.6% | +74.3% | +319.3% | +118.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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