+128.9%
CODI vs VOO
+807.8%
-679.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.3% |
| 7D | -2.9% | -0.4% | -2.6% | -2.6% |
| 30D | +1.3% | -1.4% | +2.6% | +2.5% |
| 3M | +5.5% | +3.7% | +1.7% | +2.0% |
| 6M | +74.2% | +13.0% | +61.2% | +55.9% |
| YTD | +133.7% | +12.4% | +121.3% | +111.3% |
| 1Y | +57.4% | +18.6% | +38.8% | +35.8% |
| 3Y | -39.1% | +78.1% | -117.1% | -62.9% |
| 5Y | -56.4% | +82.3% | -138.7% | -74.0% |
| 10Y | +21.8% | +322.5% | -300.7% | -65.7% |
| All | +128.9% | +807.8% | -679.0% | -75.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling