+194.8%
COHR vs VO
+15.8%
+178.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +7.2% |
| 7D | +1.0% | -0.3% | +1.2% | +1.6% |
| 30D | -14.1% | -0.3% | -13.8% | -13.1% |
| 3M | -33.2% | +2.9% | -36.1% | -36.8% |
| 6M | +2.5% | +9.3% | -6.8% | -15.1% |
| YTD | +52.7% | +14.2% | +38.5% | +16.6% |
| 1Y | +194.8% | +15.3% | +179.5% | +131.7% |
| All | +194.8% | +15.8% | +178.9% | +131.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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