-8.7%
CDNS vs VG
-39.3%
+30.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -4.0% |
| 7D | -14.0% | +1.7% | -15.7% | -14.1% |
| 30D | -13.2% | +16.0% | -29.2% | -14.3% |
| 3M | -28.9% | +9.7% | -38.6% | -29.9% |
| 6M | -4.2% | +29.6% | -33.7% | -9.7% |
| YTD | -6.4% | +112.0% | -118.4% | -19.0% |
| 1Y | -16.2% | +12.8% | -29.0% | -20.6% |
| All | -8.7% | -39.3% | +30.7% | -2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling