+849.1%
COHR vs VLTO
+23.4%
+825.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -2.9% |
| 7D | +10.9% | -4.5% | +15.4% | +12.7% |
| 30D | -10.8% | -4.6% | -6.2% | -9.5% |
| 3M | -17.4% | +13.3% | -30.6% | -24.4% |
| 6M | +12.5% | +2.1% | +10.4% | +9.0% |
| YTD | +58.8% | -6.1% | +64.9% | +62.4% |
| 1Y | +183.3% | -11.4% | +194.7% | +201.1% |
| All | +849.1% | +23.4% | +825.7% | +719.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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