+1,931.0%
CDNS vs VO
+822.3%
+1,108.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.7% | +2.5% | +2.1% |
| 7D | +2.1% | -0.1% | +2.3% | +2.4% |
| 30D | -4.6% | +0.5% | -5.1% | -5.0% |
| 3M | -0.8% | -1.0% | +0.2% | +0.5% |
| 6M | -7.2% | +6.4% | -13.6% | -13.1% |
| YTD | +7.7% | +13.6% | -5.9% | -5.9% |
| 1Y | +3.5% | +14.5% | -10.9% | -10.3% |
| 3Y | +31.2% | +67.2% | -36.0% | -24.2% |
| 5Y | +84.5% | +36.1% | +48.5% | +35.9% |
| 10Y | +1,242.9% | +199.3% | +1,043.6% | +321.6% |
| All | +1,931.0% | +822.3% | +1,108.6% | +68.6% |
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