+86.9%
CDNS vs VUG
+62.4%
+24.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.7% | -0.6% |
| 7D | +2.4% | -1.2% | +3.6% | +3.9% |
| 30D | -6.0% | -8.9% | +2.9% | +4.8% |
| 3M | -0.1% | -5.9% | +5.8% | +7.5% |
| 6M | -8.6% | -3.3% | -5.3% | -4.6% |
| YTD | +6.1% | +3.4% | +2.7% | +3.0% |
| 1Y | +0.8% | +1.9% | -1.1% | -0.5% |
| 3Y | +26.8% | +76.9% | -50.1% | -31.3% |
| 5Y | +86.9% | +63.9% | +23.0% | +18.5% |
| All | +86.9% | +62.4% | +24.4% | +18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling