-99.3%
CODX vs VT
+187.1%
-286.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -4.1% | +0.4% | -4.6% | -4.3% |
| 30D | -23.2% | +1.0% | -24.2% | -23.5% |
| 3M | -79.9% | +2.4% | -82.2% | -80.1% |
| 6M | -50.2% | +12.0% | -62.2% | -52.3% |
| YTD | -77.1% | +15.3% | -92.5% | -78.3% |
| 1Y | -87.5% | +22.6% | -110.1% | -88.3% |
| 3Y | -96.8% | +74.7% | -171.4% | -97.1% |
| 5Y | -99.6% | +66.1% | -165.8% | -99.7% |
| All | -99.3% | +187.1% | -286.5% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling