+1,418.9%
CDNS vs VIG
+623.5%
+795.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.4% |
| 7D | -14.0% | -0.4% | -13.6% | -13.5% |
| 30D | -13.2% | -1.0% | -12.2% | -12.1% |
| 3M | -28.9% | +2.8% | -31.7% | -31.3% |
| 6M | -4.2% | +8.2% | -12.4% | -13.3% |
| YTD | -6.4% | +11.0% | -17.4% | -17.8% |
| 1Y | -16.2% | +16.1% | -32.4% | -30.6% |
| 3Y | +20.2% | +56.2% | -36.0% | -30.7% |
| 5Y | +76.6% | +63.0% | +13.6% | -1.3% |
| 10Y | +1,029.7% | +241.4% | +788.3% | +147.5% |
| All | +1,418.9% | +623.5% | +795.4% | +16.0% |
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