-29.3%
CDNA price history and return analytics
+66.2%
-95.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.3% |
| 7D | +2.7% | +1.0% | +1.7% | +1.0% |
| 30D | +7.8% | -0.2% | +8.0% | +8.3% |
| 3M | +129.2% | +4.5% | +124.7% | +111.7% |
| 6M | +181.2% | +14.1% | +167.2% | +121.7% |
| YTD | +167.0% | +14.8% | +152.3% | +108.0% |
| 1Y | +277.1% | +21.2% | +255.9% | +167.2% |
| 3Y | +515.8% | +76.6% | +439.2% | +126.3% |
| 5Y | -29.3% | +66.6% | -95.9% | -67.3% |
| All | -29.3% | +66.2% | -95.5% | -67.3% |
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