+423.4%
CDNA vs VT
+10.5%
+412.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.7% |
| 7D | -10.1% | -2.3% | -7.8% | -7.3% |
| 30D | +24.6% | -5.0% | +29.6% | +31.9% |
| 3M | +75.3% | -4.9% | +80.2% | +85.6% |
| 6M | +275.0% | -1.5% | +276.5% | +279.8% |
| YTD | +317.0% | +8.5% | +308.5% | +261.1% |
| 1Y | +423.4% | +11.4% | +412.0% | +325.4% |
| All | +423.4% | +10.5% | +412.9% | +325.4% |
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