+3.4%
CDNS vs VCIT
-0.8%
+4.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.1% | -0.5% | +0.4% | +0.6% |
| 30D | -5.5% | +1.5% | -7.0% | -7.7% |
| 3M | +0.5% | -1.0% | +1.5% | +3.3% |
| 6M | -9.6% | -1.7% | -7.9% | -5.8% |
| YTD | +5.3% | -1.4% | +6.7% | +6.7% |
| 1Y | +3.4% | -0.9% | +4.3% | +4.0% |
| All | +3.4% | -0.8% | +4.2% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling