+6,507.0%
CDNS vs VSH
+1,390.4%
+5,116.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.2% | +1.1% | -1.6% |
| 7D | +1.0% | +14.3% | -13.4% | -4.1% |
| 30D | -2.0% | -7.9% | +5.9% | -0.3% |
| 3M | -0.2% | -19.9% | +19.6% | +5.4% |
| 6M | -8.9% | -30.5% | +21.6% | -3.1% |
| YTD | +3.3% | +85.7% | -82.3% | -24.5% |
| 1Y | +2.2% | +98.9% | -96.7% | -27.3% |
| 3Y | +22.4% | +32.1% | -9.7% | -4.5% |
| 5Y | +78.0% | +39.7% | +38.4% | +35.0% |
| 10Y | +1,175.2% | +117.6% | +1,057.6% | +676.7% |
| All | +6,507.0% | +1,390.4% | +5,116.6% | +1,445.4% |
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