+20.9%
CDNS vs VLTO
+26.2%
-5.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.6% |
| 7D | -9.2% | -1.6% | -7.7% | -8.6% |
| 30D | -16.3% | -2.9% | -13.4% | -15.2% |
| 3M | -27.9% | +12.7% | -40.6% | -32.0% |
| 6M | -4.3% | +1.6% | -5.9% | -5.3% |
| YTD | -9.1% | -4.0% | -5.1% | -7.7% |
| 1Y | -21.2% | -10.2% | -11.1% | -17.5% |
| All | +20.9% | +26.2% | -5.3% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VLTO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling