+1,666.4%
CDNS vs VO
+827.2%
+839.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.8% |
| 7D | -14.0% | -0.3% | -13.7% | -13.7% |
| 30D | -13.2% | -0.3% | -12.8% | -12.8% |
| 3M | -28.9% | +2.9% | -31.8% | -31.0% |
| 6M | -4.2% | +9.3% | -13.5% | -12.9% |
| YTD | -6.4% | +14.2% | -20.6% | -18.7% |
| 1Y | -16.2% | +15.3% | -31.5% | -27.9% |
| 3Y | +20.2% | +56.2% | -36.1% | -25.3% |
| 5Y | +76.6% | +42.4% | +34.2% | +23.8% |
| 10Y | +1,029.7% | +194.7% | +834.9% | +260.2% |
| All | +1,666.4% | +827.2% | +839.2% | +45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling