-97.2%
DNA price history and return analytics
+66.3%
-163.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.2% | +13.1% | +12.7% |
| 7D | +0.7% | -2.3% | +3.0% | +8.8% |
| 30D | -1.6% | -5.0% | +3.4% | +16.1% |
| 3M | +32.8% | -4.9% | +37.7% | +57.2% |
| 6M | +12.0% | -1.5% | +13.5% | +20.8% |
| YTD | +35.9% | +8.5% | +27.4% | +16.0% |
| 1Y | -0.1% | +11.4% | -11.5% | -20.6% |
| 3Y | -81.4% | +70.1% | -151.5% | -94.6% |
| 5Y | -98.0% | +53.7% | -151.7% | -99.2% |
| All | -97.2% | +66.3% | -163.5% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling