+23.0%
CODI vs VT
+221.4%
-198.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | +1.0% | +1.0% | 0.0% | 0.0% |
| 30D | +4.8% | -0.2% | +5.1% | +5.0% |
| 3M | +11.2% | +4.5% | +6.6% | +6.4% |
| 6M | +82.1% | +14.1% | +68.1% | +60.0% |
| YTD | +140.2% | +14.8% | +125.4% | +111.2% |
| 1Y | +59.5% | +21.2% | +38.3% | +33.3% |
| 3Y | -37.4% | +76.6% | -114.0% | -62.4% |
| 5Y | -55.5% | +66.6% | -122.1% | -72.0% |
| 10Y | +23.0% | +222.3% | -199.3% | -52.8% |
| All | +23.0% | +221.4% | -198.5% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling