+77.1%
CDNS vs VCLT
-16.7%
+93.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.8% |
| 7D | +1.0% | -2.3% | +3.2% | +2.5% |
| 30D | -2.0% | +0.8% | -2.7% | -2.6% |
| 3M | -0.2% | -2.7% | +2.4% | +1.5% |
| 6M | -8.9% | -4.3% | -4.6% | -6.2% |
| YTD | +3.3% | -4.3% | +7.7% | +6.4% |
| 1Y | +2.2% | -4.4% | +6.6% | +5.4% |
| 3Y | +22.4% | +13.8% | +8.6% | +11.6% |
| All | +77.1% | -16.7% | +93.8% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling