+80.2%
CDNA vs VT
+57.4%
+22.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +4.9% | +3.1% |
| 7D | -1.7% | +0.4% | -2.1% | -1.9% |
| 30D | +32.6% | -2.6% | +35.2% | +38.6% |
| 3M | +80.8% | -3.2% | +84.0% | +91.1% |
| 6M | +286.9% | +0.9% | +285.9% | +278.4% |
| YTD | +348.1% | +11.3% | +336.8% | +267.8% |
| 1Y | +440.5% | +14.0% | +426.5% | +325.7% |
| 3Y | +1,070.9% | +75.8% | +995.0% | +336.3% |
| 5Y | +80.2% | +57.8% | +22.4% | -8.4% |
| All | +80.2% | +57.4% | +22.8% | -8.4% |
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 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