+5,288.9%
CDNS vs VCIT
+97.0%
+5,191.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.1% | -0.5% | +0.4% | +0.2% |
| 30D | -5.5% | +1.5% | -7.0% | -6.5% |
| 3M | +0.5% | -1.0% | +1.5% | +1.2% |
| 6M | -9.6% | -1.7% | -7.9% | -8.5% |
| YTD | +5.3% | -1.4% | +6.7% | +6.4% |
| 1Y | +3.4% | -0.9% | +4.3% | +4.1% |
| 3Y | +25.9% | +19.8% | +6.1% | +12.6% |
| 5Y | +85.8% | +4.6% | +81.2% | +74.1% |
| 10Y | +1,199.9% | +31.5% | +1,168.4% | +1,161.6% |
| All | +5,288.9% | +97.0% | +5,191.9% | +7,761.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling