+73.1%
CDNS vs VNQ
+6.3%
+66.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.7% |
| 7D | -6.5% | -2.6% | -3.9% | -4.8% |
| 30D | -13.0% | -2.3% | -10.7% | -11.6% |
| 3M | -26.0% | -2.8% | -23.2% | -24.8% |
| 6M | -2.8% | +2.5% | -5.3% | -5.5% |
| YTD | -8.8% | +8.4% | -17.3% | -15.1% |
| 1Y | -15.8% | +6.8% | -22.6% | -20.8% |
| 3Y | +19.7% | +29.9% | -10.2% | -5.6% |
| All | +73.1% | +6.3% | +66.8% | +73.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling