-15.8%
CDNS vs VUG
+11.8%
-27.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.8% |
| 7D | -6.5% | -1.9% | -4.7% | -4.3% |
| 30D | -13.0% | -1.6% | -11.4% | -11.2% |
| 3M | -26.0% | +4.4% | -30.4% | -29.9% |
| 6M | -2.8% | +13.2% | -16.0% | -15.3% |
| YTD | -8.8% | +7.5% | -16.3% | -14.9% |
| 1Y | -15.8% | +12.5% | -28.3% | -29.0% |
| All | -15.8% | +11.8% | -27.6% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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