+4,690.5%
CDNS vs VCIT
+98.3%
+4,592.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -14.0% | -0.3% | -13.7% | -13.8% |
| 30D | -13.2% | -0.8% | -12.4% | -12.7% |
| 3M | -28.9% | -1.0% | -27.9% | -28.4% |
| 6M | -4.2% | -1.8% | -2.3% | -2.8% |
| YTD | -6.4% | -0.7% | -5.7% | -5.8% |
| 1Y | -16.2% | +1.0% | -17.2% | -16.6% |
| 3Y | +20.2% | +18.8% | +1.3% | +8.0% |
| 5Y | +76.6% | +3.5% | +73.2% | +65.7% |
| 10Y | +1,029.7% | +29.2% | +1,000.5% | +979.5% |
| All | +4,690.5% | +98.3% | +4,592.2% | +6,861.8% |
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