+41.8%
CDNS vs VLTO
+55.4%
-13.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.6% |
| 7D | +7.0% | +0.8% | +6.2% | +6.7% |
| 30D | -0.3% | +18.7% | -19.0% | -6.9% |
| 3M | +3.2% | +21.7% | -18.5% | -4.9% |
| 6M | -6.9% | +35.8% | -42.8% | -18.7% |
| YTD | +6.6% | +18.3% | -11.6% | -0.6% |
| 1Y | +5.6% | +20.9% | -15.3% | -2.8% |
| 3Y | +27.4% | +68.8% | -41.4% | +7.4% |
| All | +41.8% | +55.4% | -13.6% | +22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling