+1,929.2%
CDNA price history and return analytics
+224.4%
+1,704.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -1.3% |
| 7D | -5.5% | -0.7% | -4.8% | -3.8% |
| 30D | +28.6% | -1.7% | +30.3% | +32.3% |
| 3M | +71.9% | -2.3% | +74.2% | +78.4% |
| 6M | +276.7% | +1.5% | +275.1% | +266.1% |
| YTD | +330.8% | +12.0% | +318.8% | +256.3% |
| 1Y | +383.7% | +12.9% | +370.9% | +295.5% |
| 3Y | +995.4% | +74.9% | +920.5% | +356.4% |
| 5Y | +72.1% | +59.9% | +12.2% | -13.2% |
| 10Y | +1,929.2% | +224.6% | +1,704.6% | +323.9% |
| All | +1,929.2% | +224.4% | +1,704.9% | +323.9% |
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