+55.9%
COHR vs VT
+11.9%
+43.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.0% |
| 7D | +13.1% | +2.4% | +10.8% | +5.8% |
| 30D | -17.2% | -1.5% | -15.7% | -10.7% |
| 3M | -33.3% | -4.1% | -29.2% | -20.8% |
| 6M | -46.0% | +0.6% | -46.5% | -42.3% |
| YTD | +18.2% | +11.0% | +7.2% | -2.7% |
| 1Y | +55.9% | +13.3% | +42.5% | +19.8% |
| All | +55.9% | +11.9% | +43.9% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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