+1,298.9%
COHR vs VTI
+305.0%
+993.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.3% | +2.7% |
| 7D | +8.3% | -0.9% | +9.2% | +10.0% |
| 30D | -14.1% | -1.4% | -12.7% | -12.0% |
| 3M | -16.0% | +3.6% | -19.6% | -19.6% |
| 6M | +21.5% | +13.6% | +7.9% | +1.2% |
| YTD | +65.4% | +12.9% | +52.5% | +40.4% |
| 1Y | +195.0% | +17.2% | +177.8% | +138.7% |
| 3Y | +830.2% | +75.7% | +754.5% | +342.9% |
| 5Y | +397.1% | +75.4% | +321.7% | +147.0% |
| All | +1,298.9% | +305.0% | +993.8% | +101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling