+4,690.5%
CDNS vs VCLT
+103.4%
+4,587.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | -14.0% | -0.5% | -13.5% | -13.9% |
| 30D | -13.2% | -0.9% | -12.3% | -12.9% |
| 3M | -28.9% | -3.2% | -25.7% | -28.2% |
| 6M | -4.2% | -3.8% | -0.4% | -3.0% |
| YTD | -6.4% | -2.0% | -4.3% | -5.7% |
| 1Y | -16.2% | -0.8% | -15.4% | -15.9% |
| 3Y | +20.2% | +12.3% | +7.9% | +16.7% |
| 5Y | +76.6% | -15.4% | +92.0% | +76.7% |
| 10Y | +1,029.7% | +15.7% | +1,013.9% | +1,080.8% |
| All | +4,690.5% | +103.4% | +4,587.1% | +7,236.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling