+4,862.7%
COHR vs VO
+806.0%
+4,056.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.2% |
| 7D | +10.9% | -2.5% | +13.4% | +14.4% |
| 30D | -10.8% | -3.2% | -7.5% | -6.9% |
| 3M | -17.4% | +3.9% | -21.3% | -20.6% |
| 6M | +12.5% | +9.6% | +2.8% | +2.4% |
| YTD | +58.8% | +11.6% | +47.3% | +41.9% |
| 1Y | +183.3% | +12.6% | +170.7% | +151.6% |
| 3Y | +783.0% | +55.4% | +727.7% | +469.6% |
| 5Y | +377.2% | +41.8% | +335.4% | +256.4% |
| 10Y | +1,261.0% | +196.4% | +1,064.6% | +375.7% |
| All | +4,862.7% | +806.0% | +4,056.6% | +361.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling