+195.0%
COHR vs VEU
+23.8%
+171.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.1% | +1.5% |
| 7D | +8.3% | -1.4% | +9.8% | +12.3% |
| 30D | -14.1% | -0.4% | -13.7% | -12.8% |
| 3M | -16.0% | +2.5% | -18.5% | -18.1% |
| 6M | +21.5% | +11.1% | +10.3% | +2.9% |
| YTD | +65.4% | +16.5% | +48.9% | +19.4% |
| 1Y | +195.0% | +22.9% | +172.1% | +90.7% |
| All | +195.0% | +23.8% | +171.2% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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