-99.6%
CODX vs VOO
+82.8%
-182.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.6% |
| 7D | -3.4% | -0.8% | -2.7% | -2.3% |
| 30D | -24.3% | -1.1% | -23.3% | -23.1% |
| 3M | -76.2% | +3.9% | -80.1% | -77.7% |
| 6M | -65.4% | +13.6% | -79.1% | -71.3% |
| YTD | -77.9% | +12.7% | -90.6% | -81.4% |
| 1Y | -89.1% | +17.6% | -106.7% | -91.2% |
| 3Y | -96.9% | +77.3% | -174.2% | -98.5% |
| All | -99.6% | +82.8% | -182.4% | -99.8% |
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