-16.2%
CDNS vs VGT
+40.8%
-57.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.3% |
| 7D | -14.0% | +1.0% | -15.0% | -14.8% |
| 30D | -13.2% | +1.3% | -14.5% | -14.2% |
| 3M | -28.9% | -1.1% | -27.8% | -27.7% |
| 6M | -4.2% | +32.6% | -36.8% | -28.0% |
| YTD | -6.4% | +29.0% | -35.4% | -27.3% |
| 1Y | -16.2% | +39.7% | -55.9% | -42.1% |
| All | -16.2% | +40.8% | -57.0% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling