+70.8%
CDNS vs VGT
+131.4%
-60.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +1.2% |
| 7D | -6.5% | -1.0% | -5.5% | -5.5% |
| 30D | -13.0% | -0.4% | -12.6% | -12.6% |
| 3M | -26.0% | +6.6% | -32.6% | -31.5% |
| 6M | -2.8% | +31.0% | -33.9% | -27.2% |
| YTD | -8.8% | +27.2% | -36.1% | -29.4% |
| 1Y | -15.8% | +34.5% | -50.3% | -38.6% |
| 3Y | +19.7% | +123.1% | -103.4% | -48.3% |
| 5Y | +70.8% | +135.1% | -64.3% | -27.6% |
| All | +70.8% | +131.4% | -60.7% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling