+2,113.1%
CDNS vs VNQ
+387.0%
+1,726.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.8% |
| 7D | -7.2% | -0.9% | -6.3% | -6.7% |
| 30D | -14.3% | -2.2% | -12.0% | -13.1% |
| 3M | -27.2% | -1.9% | -25.3% | -26.5% |
| 6M | -4.5% | +3.2% | -7.8% | -7.0% |
| YTD | -9.0% | +9.4% | -18.3% | -14.5% |
| 1Y | -21.3% | +7.5% | -28.9% | -25.4% |
| 3Y | +19.6% | +31.1% | -11.5% | -0.8% |
| 5Y | +71.5% | +6.6% | +65.0% | +62.5% |
| 10Y | +1,036.6% | +63.9% | +972.6% | +711.0% |
| All | +2,113.1% | +387.0% | +1,726.1% | +586.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling