-18.4%
CDNS vs VTRS
+66.8%
-85.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | -1.1% | -2.2% | +1.1% | -0.7% |
| 30D | -10.4% | +3.3% | -13.8% | -11.0% |
| 3M | -24.6% | +2.0% | -26.6% | -24.9% |
| 6M | -1.6% | +19.9% | -21.6% | -6.6% |
| YTD | -7.4% | +35.7% | -43.2% | -12.2% |
| 1Y | -18.4% | +68.1% | -86.5% | -24.6% |
| All | -18.4% | +66.8% | -85.2% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling