-35.8%
CODI vs VT
+77.9%
-113.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.1% | +1.1% |
| 7D | +1.9% | +0.4% | +1.5% | +1.4% |
| 30D | +7.6% | +1.0% | +6.6% | +6.4% |
| 3M | +9.4% | +2.4% | +7.0% | +6.2% |
| 6M | +64.4% | +12.0% | +52.4% | +42.8% |
| YTD | +143.1% | +15.3% | +127.8% | +105.3% |
| 1Y | +60.1% | +22.6% | +37.5% | +25.3% |
| All | -35.8% | +77.9% | -113.7% | -68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling