+19.4%
CDNS vs VSH
+32.2%
-12.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.7% |
| 7D | -9.2% | +6.2% | -15.5% | -10.8% |
| 30D | -16.3% | -11.1% | -5.1% | -13.8% |
| 3M | -27.9% | -44.9% | +17.0% | -17.1% |
| 6M | -4.3% | +90.0% | -94.3% | -26.1% |
| YTD | -9.1% | +118.8% | -127.9% | -33.7% |
| 1Y | -21.2% | +109.0% | -130.2% | -42.0% |
| 3Y | +19.4% | +35.6% | -16.3% | +1.3% |
| All | +19.4% | +32.2% | -12.9% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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