+393.6%
COHR vs VTRS
+47.1%
+346.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +3.9% |
| 7D | +8.3% | -2.2% | +10.5% | +9.2% |
| 30D | -14.1% | +3.3% | -17.5% | -15.2% |
| 3M | -16.0% | +2.0% | -18.0% | -17.5% |
| 6M | +21.5% | +19.9% | +1.5% | +10.3% |
| YTD | +65.4% | +35.7% | +29.7% | +43.3% |
| 1Y | +195.0% | +68.1% | +126.9% | +131.6% |
| 3Y | +830.2% | +87.1% | +743.1% | +563.2% |
| All | +393.6% | +47.1% | +346.5% | +260.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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