+1,617.6%
CDNS vs VTV
+712.5%
+905.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | -7.2% | -0.7% | -6.5% | -6.5% |
| 30D | -14.3% | -0.5% | -13.8% | -13.8% |
| 3M | -27.2% | +5.3% | -32.5% | -31.2% |
| 6M | -4.5% | +12.9% | -17.4% | -16.2% |
| YTD | -9.0% | +18.5% | -27.4% | -24.1% |
| 1Y | -21.3% | +25.3% | -46.6% | -38.3% |
| 3Y | +19.6% | +68.2% | -48.6% | -31.2% |
| 5Y | +71.5% | +80.6% | -9.1% | -7.3% |
| 10Y | +1,036.6% | +232.9% | +803.7% | +208.9% |
| All | +1,617.6% | +712.5% | +905.1% | +66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling