-97.5%
DNA price history and return analytics
+71.7%
-169.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | +1.1% | -15.8% | -17.8% |
| 7D | -12.0% | -0.7% | -11.3% | -9.7% |
| 30D | -13.1% | -1.7% | -11.3% | -6.9% |
| 3M | +36.5% | -2.3% | +38.8% | +49.9% |
| 6M | +18.2% | +1.5% | +16.7% | +17.5% |
| YTD | +23.3% | +12.0% | +11.3% | -3.9% |
| 1Y | +21.2% | +12.9% | +8.3% | -7.1% |
| 3Y | -80.0% | +74.9% | -154.9% | -94.7% |
| 5Y | -98.1% | +59.9% | -158.0% | -99.3% |
| All | -97.5% | +71.7% | -169.2% | -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