+55.9%
COHR vs VCIT
-1.4%
+57.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.2% | -5.8% | -5.6% |
| 7D | +13.1% | -1.4% | +14.6% | +17.3% |
| 30D | -17.2% | +0.6% | -17.7% | -19.6% |
| 3M | -33.3% | -2.2% | -31.1% | -27.4% |
| 6M | -46.0% | -2.3% | -43.6% | -40.4% |
| YTD | +18.2% | -2.2% | +20.4% | +27.5% |
| 1Y | +55.9% | -1.4% | +57.2% | +60.2% |
| All | +55.9% | -1.4% | +57.3% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling