+1,576.2%
CDNS vs VIG
+655.8%
+920.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +1.0% | +3.5% | -2.5% | -3.4% |
| 30D | -2.0% | +4.9% | -6.9% | -7.9% |
| 3M | -0.2% | +2.5% | -2.7% | -3.4% |
| 6M | -8.9% | +11.0% | -19.9% | -20.3% |
| YTD | +3.3% | +16.0% | -12.6% | -14.3% |
| 1Y | +2.2% | +17.5% | -15.3% | -16.7% |
| 3Y | +22.4% | +67.0% | -44.6% | -35.3% |
| 5Y | +78.0% | +64.8% | +13.2% | -2.2% |
| 10Y | +1,175.2% | +263.6% | +911.6% | +157.5% |
| All | +1,576.2% | +655.8% | +920.4% | +21.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling