-56.2%
CODI vs VOO
+82.8%
-139.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.4% |
| 7D | -5.7% | -0.8% | -4.9% | -4.9% |
| 30D | -8.8% | -1.1% | -7.7% | -7.8% |
| 3M | +9.2% | +3.9% | +5.3% | +5.3% |
| 6M | +78.2% | +13.6% | +64.5% | +56.6% |
| YTD | +129.4% | +12.7% | +116.7% | +104.5% |
| 1Y | +53.3% | +17.6% | +35.8% | +31.2% |
| 3Y | -40.2% | +77.3% | -117.6% | -65.2% |
| All | -56.2% | +82.8% | -139.0% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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