+2,854.7%
CDNS vs VT
+345.0%
+2,509.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.1% | -1.4% | -0.8% |
| 7D | -9.1% | -4.2% | -5.0% | -4.5% |
| 30D | -13.4% | -5.8% | -7.6% | -7.0% |
| 3M | -7.6% | -5.2% | -2.4% | -1.4% |
| 6M | -11.9% | +0.1% | -12.1% | -11.6% |
| YTD | -0.4% | +8.2% | -8.6% | -8.3% |
| 1Y | -4.9% | +10.1% | -15.1% | -14.2% |
| 3Y | +24.8% | +69.7% | -44.9% | -29.0% |
| 5Y | +75.0% | +53.4% | +21.6% | +13.9% |
| 10Y | +1,149.2% | +219.2% | +930.0% | +282.5% |
| All | +2,854.7% | +345.0% | +2,509.8% | +573.0% |
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