-97.5%
DNA price history and return analytics
+70.7%
-168.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +1.5% |
| 7D | +2.7% | +2.9% | -0.2% | -5.2% |
| 30D | -13.0% | -2.5% | -10.5% | -4.9% |
| 3M | +41.9% | -3.3% | +45.2% | +60.4% |
| 6M | +22.7% | +1.5% | +21.1% | +21.8% |
| YTD | +23.1% | +11.4% | +11.7% | -2.5% |
| 1Y | +22.4% | +11.9% | +10.5% | -4.0% |
| 3Y | -80.0% | +73.9% | -153.9% | -94.6% |
| 5Y | -98.0% | +57.9% | -155.9% | -99.3% |
| All | -97.5% | +70.7% | -168.1% | -99.1% |
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