+70.6%
CDNS vs VEU
+55.0%
+15.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +1.1% |
| 7D | -7.2% | +0.3% | -7.5% | -7.6% |
| 30D | -14.3% | +0.7% | -14.9% | -14.9% |
| 3M | -27.2% | +4.7% | -31.9% | -31.2% |
| 6M | -4.5% | +11.6% | -16.2% | -16.4% |
| YTD | -9.0% | +16.8% | -25.8% | -24.7% |
| 1Y | -21.3% | +24.9% | -46.2% | -40.1% |
| 3Y | +19.6% | +75.7% | -56.2% | -39.3% |
| All | +70.6% | +55.0% | +15.5% | +2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling