+1,895.2%
CDNA price history and return analytics
+222.7%
+1,672.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.7% |
| 7D | +4.6% | +2.9% | +1.7% | +0.1% |
| 30D | +22.0% | -2.5% | +24.5% | +27.1% |
| 3M | +68.7% | -3.3% | +72.0% | +78.1% |
| 6M | +272.9% | +1.5% | +271.4% | +262.4% |
| YTD | +323.6% | +11.4% | +312.3% | +253.8% |
| 1Y | +389.3% | +11.9% | +377.4% | +305.7% |
| 3Y | +977.1% | +73.9% | +903.2% | +353.2% |
| 5Y | +67.4% | +57.9% | +9.5% | -13.9% |
| All | +1,895.2% | +222.7% | +1,672.6% | +313.9% |
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