-16.2%
CDNS vs VTV
+27.0%
-43.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.7% | -3.7% |
| 7D | -14.0% | +0.5% | -14.5% | -14.5% |
| 30D | -13.2% | +1.1% | -14.3% | -14.3% |
| 3M | -28.9% | +5.9% | -34.8% | -33.4% |
| 6M | -4.2% | +11.6% | -15.8% | -15.8% |
| YTD | -6.4% | +19.8% | -26.2% | -22.6% |
| 1Y | -16.2% | +26.2% | -42.4% | -34.5% |
| All | -16.2% | +27.0% | -43.2% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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