+978.0%
CDNA vs VT
+224.5%
+753.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.1% | +2.1% |
| 7D | +2.2% | +0.4% | +1.7% | +1.5% |
| 30D | +11.8% | +1.0% | +10.9% | +10.3% |
| 3M | +120.1% | +2.4% | +117.7% | +111.5% |
| 6M | +166.9% | +12.0% | +154.9% | +121.8% |
| YTD | +170.1% | +15.3% | +154.7% | +113.9% |
| 1Y | +288.4% | +22.6% | +265.8% | +179.8% |
| 3Y | +422.9% | +74.7% | +348.2% | +121.3% |
| 5Y | -32.5% | +66.1% | -98.6% | -67.5% |
| All | +978.0% | +224.5% | +753.5% | +138.2% |
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