-97.3%
CODX vs VT
+13.0%
-110.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.1% | +2.6% | +21.5% | +18.0% |
| 7D | -9.6% | +0.4% | -10.0% | -7.6% |
| 30D | -71.5% | -2.6% | -68.9% | -68.9% |
| 3M | -79.0% | -3.2% | -75.8% | -76.8% |
| 6M | -87.4% | +0.9% | -88.3% | -86.8% |
| YTD | -93.7% | +11.3% | -105.0% | -94.0% |
| All | -97.3% | +13.0% | -110.3% | -97.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling