+75.0%
CDNS vs VT
+53.2%
+21.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.1% | -1.4% | +0.5% |
| 7D | -9.1% | -4.2% | -5.0% | -3.2% |
| 30D | -13.4% | -5.8% | -7.6% | -5.3% |
| 3M | -7.6% | -5.2% | -2.4% | +0.2% |
| 6M | -11.9% | +0.1% | -12.1% | -11.7% |
| YTD | -0.4% | +8.2% | -8.6% | -10.6% |
| 1Y | -4.9% | +10.1% | -15.1% | -16.9% |
| 3Y | +24.8% | +69.7% | -44.9% | -39.8% |
| 5Y | +75.0% | +53.4% | +21.6% | +9.1% |
| All | +75.0% | +53.2% | +21.8% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling