+2,677.0%
CDNS vs VT
+374.2%
+2,302.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -14.0% | +0.4% | -14.5% | -14.4% |
| 30D | -13.2% | +1.0% | -14.1% | -14.1% |
| 3M | -28.9% | +2.4% | -31.3% | -30.6% |
| 6M | -4.2% | +12.0% | -16.2% | -15.5% |
| YTD | -6.4% | +15.3% | -21.7% | -20.0% |
| 1Y | -16.2% | +22.6% | -38.8% | -33.1% |
| 3Y | +20.2% | +74.7% | -54.5% | -34.0% |
| 5Y | +76.6% | +66.1% | +10.5% | +4.9% |
| 10Y | +1,029.7% | +225.0% | +804.7% | +236.7% |
| All | +2,677.0% | +374.2% | +2,302.8% | +486.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling