+77.1%
CDNS vs VIG
+64.4%
+12.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +1.0% | +3.5% | -2.5% | -4.0% |
| 30D | -2.0% | +4.9% | -6.9% | -8.7% |
| 3M | -0.2% | +2.5% | -2.7% | -3.9% |
| 6M | -8.9% | +11.0% | -19.9% | -21.9% |
| YTD | +3.3% | +16.0% | -12.6% | -16.8% |
| 1Y | +2.2% | +17.5% | -15.3% | -19.3% |
| 3Y | +22.4% | +67.0% | -44.6% | -41.7% |
| All | +77.1% | +64.4% | +12.7% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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