+1,044.2%
CDNS vs VNQ
+64.0%
+980.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.8% | +1.1% |
| 7D | -1.1% | -1.3% | +0.1% | -0.3% |
| 30D | -10.4% | -2.6% | -7.9% | -8.9% |
| 3M | -24.6% | -2.0% | -22.6% | -23.8% |
| 6M | -1.6% | +4.3% | -6.0% | -5.2% |
| YTD | -7.4% | +9.2% | -16.7% | -13.7% |
| 1Y | -18.4% | +5.6% | -24.0% | -22.3% |
| 3Y | +19.0% | +30.8% | -11.9% | -4.0% |
| 5Y | +73.4% | +8.0% | +65.4% | +61.7% |
| All | +1,044.2% | +64.0% | +980.2% | +688.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 10y: compounded portfolio wealth divided by compounded VNQ 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…
10y analysis · Full analysis span regression · 6 months rolling