+62.5%
CNA price history and return analytics
+65.7%
-3.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | -2.4% | -0.1% | -2.3% | -2.3% |
| 30D | -6.7% | -0.7% | -6.0% | -6.4% |
| 3M | +8.9% | +4.0% | +4.9% | +6.4% |
| 6M | +1.7% | +12.3% | -10.6% | -5.0% |
| YTD | +6.6% | +14.0% | -7.4% | -1.5% |
| 1Y | +8.7% | +20.3% | -11.6% | -2.9% |
| 3Y | +57.3% | +75.4% | -18.2% | +9.9% |
| 5Y | +62.5% | +66.0% | -3.4% | +17.9% |
| All | +62.5% | +65.7% | -3.1% | +17.9% |
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 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