+393.6%
COHR vs VCIT
+2.2%
+391.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.4% |
| 7D | +8.3% | -1.2% | +9.5% | +10.6% |
| 30D | -14.1% | -1.6% | -12.6% | -11.8% |
| 3M | -16.0% | -2.3% | -13.7% | -12.4% |
| 6M | +21.5% | -1.9% | +23.4% | +26.4% |
| YTD | +65.4% | -1.8% | +67.3% | +72.0% |
| 1Y | +195.0% | -1.2% | +196.2% | +203.8% |
| 3Y | +830.2% | +18.1% | +812.1% | +627.8% |
| All | +393.6% | +2.2% | +391.4% | +287.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling