+1,025.3%
CDNS vs VO
+200.7%
+824.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +1.1% |
| 7D | -7.2% | -0.6% | -6.6% | -6.6% |
| 30D | -14.3% | -1.9% | -12.3% | -12.3% |
| 3M | -27.2% | +3.3% | -30.5% | -29.8% |
| 6M | -4.5% | +9.7% | -14.2% | -13.8% |
| YTD | -9.0% | +12.6% | -21.6% | -20.0% |
| 1Y | -21.3% | +13.6% | -35.0% | -31.6% |
| 3Y | +19.6% | +56.8% | -37.2% | -26.7% |
| 5Y | +71.5% | +42.3% | +29.3% | +19.2% |
| All | +1,025.3% | +200.7% | +824.7% | +269.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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