+71.6%
CDNS vs VO
+43.2%
+28.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.4% | -2.2% |
| 7D | -9.2% | +0.6% | -9.9% | -10.0% |
| 30D | -16.3% | -1.1% | -15.2% | -15.0% |
| 3M | -27.9% | +4.5% | -32.5% | -31.9% |
| 6M | -4.3% | +11.1% | -15.4% | -16.0% |
| YTD | -9.1% | +13.5% | -22.6% | -22.1% |
| 1Y | -21.2% | +14.5% | -35.7% | -33.1% |
| 3Y | +19.4% | +58.1% | -38.7% | -31.4% |
| 5Y | +71.6% | +43.3% | +28.3% | +19.0% |
| All | +71.6% | +43.2% | +28.4% | +19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling