+195.0%
COHR vs VRT
+85.9%
+109.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.6% | +0.6% | +1.4% |
| 7D | +8.3% | -8.4% | +16.7% | +15.0% |
| 30D | -14.1% | -10.9% | -3.3% | -6.5% |
| 3M | -16.0% | -13.7% | -2.3% | -5.8% |
| 6M | +21.5% | -4.1% | +25.6% | +29.5% |
| YTD | +65.4% | +58.7% | +6.7% | +27.0% |
| 1Y | +195.0% | +89.6% | +105.4% | +95.3% |
| All | +195.0% | +85.9% | +109.1% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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