+6,683.5%
CDNS vs VSH
+1,399.9%
+5,283.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -2.0% |
| 7D | +2.4% | -1.6% | +4.0% | +2.4% |
| 30D | -6.0% | -21.3% | +15.3% | +1.0% |
| 3M | -0.1% | -18.9% | +18.8% | +5.4% |
| 6M | -8.6% | -21.4% | +12.9% | -7.1% |
| YTD | +6.1% | +86.8% | -80.7% | -22.4% |
| 1Y | +0.8% | +85.8% | -84.9% | -26.3% |
| 3Y | +26.8% | +30.1% | -3.3% | -0.3% |
| 5Y | +86.9% | +42.8% | +44.1% | +40.9% |
| 10Y | +1,235.1% | +121.2% | +1,113.9% | +710.7% |
| All | +6,683.5% | +1,399.9% | +5,283.6% | +1,487.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling