+5,069.2%
COHR vs VTV
+712.6%
+4,356.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.4% | +3.3% |
| 7D | +8.3% | -1.1% | +9.4% | +9.8% |
| 30D | -14.1% | -1.0% | -13.1% | -13.2% |
| 3M | -16.0% | +4.6% | -20.7% | -20.4% |
| 6M | +21.5% | +13.5% | +8.0% | +5.2% |
| YTD | +65.4% | +18.5% | +47.0% | +36.4% |
| 1Y | +195.0% | +22.9% | +172.1% | +133.4% |
| 3Y | +830.2% | +67.8% | +762.3% | +431.4% |
| 5Y | +397.1% | +81.8% | +315.3% | +167.0% |
| 10Y | +1,317.7% | +233.0% | +1,084.7% | +299.2% |
| All | +5,069.2% | +712.6% | +4,356.6% | +346.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling