+2.7%
CDNS vs VG
-46.6%
+49.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.5% | -6.2% | -1.1% |
| 7D | -0.1% | +5.5% | -5.6% | -0.5% |
| 30D | -5.5% | -3.6% | -1.9% | -5.5% |
| 3M | +0.5% | -4.0% | +4.5% | +0.4% |
| 6M | -9.6% | +9.4% | -19.0% | -11.8% |
| YTD | +5.3% | +86.6% | -81.3% | -8.2% |
| 1Y | +3.4% | +69.5% | -66.1% | -8.9% |
| All | +2.7% | -46.6% | +49.3% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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