+19.0%
CDNS vs VGT
+123.9%
-104.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.3% | +0.3% |
| 7D | -1.1% | -0.2% | -1.0% | -1.0% |
| 30D | -10.4% | -0.4% | -10.0% | -10.0% |
| 3M | -24.6% | +4.4% | -29.0% | -28.5% |
| 6M | -1.6% | +32.1% | -33.7% | -27.2% |
| YTD | -7.4% | +28.8% | -36.2% | -29.4% |
| 1Y | -18.4% | +35.3% | -53.8% | -41.2% |
| 3Y | +19.0% | +124.8% | -105.8% | -50.3% |
| All | +19.0% | +123.9% | -104.9% | -50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling