+71.5%
CDNS vs VIG
+62.2%
+9.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +1.0% |
| 7D | -7.2% | -1.2% | -6.0% | -5.5% |
| 30D | -14.3% | -2.8% | -11.4% | -10.5% |
| 3M | -27.2% | +2.5% | -29.7% | -29.8% |
| 6M | -4.5% | +8.1% | -12.6% | -14.8% |
| YTD | -9.0% | +9.6% | -18.5% | -20.2% |
| 1Y | -21.3% | +14.2% | -35.5% | -35.1% |
| 3Y | +19.6% | +56.1% | -36.5% | -37.1% |
| 5Y | +71.5% | +62.8% | +8.7% | -10.6% |
| All | +71.5% | +62.2% | +9.3% | -10.6% |
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