+393.6%
COHR vs VTEB
+1.2%
+392.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +3.6% |
| 7D | +8.3% | -0.9% | +9.3% | +10.1% |
| 30D | -14.1% | -2.5% | -11.6% | -10.4% |
| 3M | -16.0% | -3.0% | -13.0% | -11.6% |
| 6M | +21.5% | -2.1% | +23.6% | +26.4% |
| YTD | +65.4% | -1.5% | +66.9% | +70.5% |
| 1Y | +195.0% | +0.2% | +194.9% | +197.3% |
| 3Y | +830.2% | +8.6% | +821.6% | +688.0% |
| All | +393.6% | +1.2% | +392.4% | +257.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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