+26.1%
COHR vs VTV
+23.8%
+2.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -3.1% | -9.9% | -5.5% |
| 7D | -28.4% | -2.2% | -26.3% | -24.0% |
| 30D | -49.8% | +2.2% | -52.1% | -52.7% |
| 3M | -48.3% | +0.4% | -48.7% | -49.1% |
| 6M | -49.4% | +9.4% | -58.9% | -59.8% |
| YTD | -8.0% | +19.0% | -27.0% | -36.5% |
| 1Y | +26.1% | +23.3% | +2.7% | -16.7% |
| All | +26.1% | +23.8% | +2.2% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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