+71.6%
CDNS vs VUG
+76.0%
-4.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.6% | -2.5% |
| 7D | -9.2% | +0.9% | -10.1% | -10.1% |
| 30D | -16.3% | -1.4% | -14.8% | -14.7% |
| 3M | -27.9% | +2.3% | -30.3% | -29.9% |
| 6M | -4.3% | +15.7% | -20.0% | -18.8% |
| YTD | -9.1% | +8.6% | -17.7% | -16.8% |
| 1Y | -21.2% | +14.1% | -35.3% | -31.8% |
| 3Y | +19.4% | +87.9% | -68.5% | -39.8% |
| 5Y | +71.6% | +76.3% | -4.7% | -1.3% |
| All | +71.6% | +76.0% | -4.4% | -1.3% |
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