+1,614.6%
CDNS vs VGT
+2,279.6%
-665.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.8% | -2.7% |
| 7D | -9.2% | +1.8% | -11.1% | -11.0% |
| 30D | -16.3% | -0.3% | -15.9% | -15.9% |
| 3M | -27.9% | +3.4% | -31.3% | -31.1% |
| 6M | -4.3% | +35.0% | -39.3% | -30.9% |
| YTD | -9.1% | +28.8% | -37.9% | -30.7% |
| 1Y | -21.2% | +38.0% | -59.2% | -44.4% |
| 3Y | +19.4% | +125.8% | -106.4% | -49.7% |
| 5Y | +71.6% | +134.7% | -63.1% | -30.5% |
| 10Y | +1,005.1% | +792.6% | +212.5% | +8.4% |
| All | +1,614.6% | +2,279.6% | -665.0% | -45.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling