+21.5%
COHR vs VTI
+13.4%
+8.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.3% | +1.4% |
| 7D | +8.3% | -0.9% | +9.2% | +11.6% |
| 30D | -14.1% | -1.4% | -12.7% | -10.0% |
| 3M | -16.0% | +3.6% | -19.6% | -23.5% |
| 6M | +21.5% | +13.6% | +7.9% | -10.1% |
| All | +21.5% | +13.4% | +8.1% | -10.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling