+195.0%
COHR vs VCIT
-1.0%
+196.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.7% |
| 7D | +8.3% | -1.2% | +9.5% | +13.8% |
| 30D | -14.1% | -1.6% | -12.6% | -8.5% |
| 3M | -16.0% | -2.3% | -13.7% | -6.9% |
| 6M | +21.5% | -1.9% | +23.4% | +34.1% |
| YTD | +65.4% | -1.8% | +67.3% | +79.1% |
| 1Y | +195.0% | -1.2% | +196.2% | +211.5% |
| All | +195.0% | -1.0% | +196.1% | +211.5% |
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