+31.2%
CDNS vs VO
+65.0%
-33.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.7% | +2.5% | +1.5% |
| 7D | +2.1% | -0.1% | +2.3% | +2.5% |
| 30D | -4.6% | +0.5% | -5.1% | -5.2% |
| 3M | -0.8% | -1.0% | +0.2% | +0.8% |
| 6M | -7.2% | +6.4% | -13.6% | -14.3% |
| YTD | +7.7% | +13.6% | -5.9% | -8.6% |
| 1Y | +3.5% | +14.5% | -10.9% | -13.1% |
| 3Y | +31.2% | +67.2% | -36.0% | -25.8% |
| All | +31.2% | +65.0% | -33.8% | -25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling