-99.4%
CODX price history and return analytics
+184.0%
-283.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.4% |
| 7D | -3.4% | -1.1% | -2.3% | -3.0% |
| 30D | -24.3% | -1.0% | -23.3% | -24.0% |
| 3M | -76.2% | +3.2% | -79.3% | -76.5% |
| 6M | -65.4% | +12.5% | -77.9% | -66.9% |
| YTD | -77.9% | +14.1% | -92.0% | -78.9% |
| 1Y | -89.1% | +18.9% | -108.1% | -89.7% |
| 3Y | -96.9% | +74.1% | -171.0% | -97.2% |
| 5Y | -99.6% | +66.9% | -166.5% | -99.7% |
| All | -99.4% | +184.0% | -283.3% | -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 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