+65.7%
CDNA vs VT
+57.0%
+8.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -1.9% |
| 7D | -0.9% | +2.4% | -3.2% | -4.5% |
| 30D | +20.4% | -1.5% | +21.9% | +23.6% |
| 3M | +64.4% | -4.1% | +68.5% | +76.5% |
| 6M | +277.9% | +0.6% | +277.3% | +272.3% |
| YTD | +313.4% | +11.0% | +302.3% | +240.7% |
| 1Y | +390.7% | +13.3% | +377.4% | +290.0% |
| 3Y | +883.3% | +73.4% | +809.9% | +274.8% |
| All | +65.7% | +57.0% | +8.7% | -14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling