+1,044.2%
CDNS vs VEU
+155.0%
+889.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.5% | +0.4% |
| 7D | -1.1% | -1.4% | +0.3% | +0.5% |
| 30D | -10.4% | -0.4% | -10.0% | -10.0% |
| 3M | -24.6% | +2.5% | -27.1% | -26.8% |
| 6M | -1.6% | +11.1% | -12.8% | -13.0% |
| YTD | -7.4% | +16.5% | -23.9% | -22.6% |
| 1Y | -18.4% | +22.9% | -41.3% | -35.8% |
| 3Y | +19.0% | +73.4% | -54.4% | -36.1% |
| 5Y | +73.4% | +56.1% | +17.3% | +5.7% |
| All | +1,044.2% | +155.0% | +889.2% | +341.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling