+17.1%
CDNS vs VTRS
+83.1%
-65.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +0.2% |
| 7D | -6.5% | -3.3% | -3.2% | -6.0% |
| 30D | -13.0% | +1.4% | -14.4% | -13.2% |
| 3M | -26.0% | +4.6% | -30.7% | -26.7% |
| 6M | -2.8% | +18.1% | -20.9% | -6.0% |
| YTD | -8.8% | +34.7% | -43.5% | -13.3% |
| 1Y | -15.8% | +65.6% | -81.5% | -22.4% |
| All | +17.1% | +83.1% | -65.9% | +5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling