+5,818.9%
CDNS vs VTRS
+553.2%
+5,265.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.3% |
| 7D | -1.1% | -2.2% | +1.1% | -0.6% |
| 30D | -10.4% | +3.3% | -13.8% | -11.2% |
| 3M | -24.6% | +2.0% | -26.6% | -25.2% |
| 6M | -1.6% | +19.9% | -21.6% | -6.7% |
| YTD | -7.4% | +35.7% | -43.2% | -15.1% |
| 1Y | -18.4% | +68.1% | -86.5% | -29.5% |
| 3Y | +19.0% | +87.1% | -68.1% | -2.7% |
| 5Y | +73.4% | +47.6% | +25.8% | +46.8% |
| 10Y | +1,055.6% | -48.2% | +1,103.8% | +1,081.6% |
| All | +5,818.9% | +553.2% | +5,265.8% | +1,730.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling