+1,666.4%
CDNS vs VUG
+1,251.8%
+414.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.4% |
| 7D | -14.0% | -0.1% | -13.9% | -13.9% |
| 30D | -13.2% | -0.3% | -12.8% | -12.7% |
| 3M | -28.9% | -0.7% | -28.2% | -28.3% |
| 6M | -4.2% | +14.6% | -18.8% | -18.4% |
| YTD | -6.4% | +9.0% | -15.4% | -15.0% |
| 1Y | -16.2% | +14.9% | -31.1% | -28.5% |
| 3Y | +20.2% | +86.0% | -65.9% | -41.3% |
| 5Y | +76.6% | +76.7% | -0.1% | -8.0% |
| 10Y | +1,029.7% | +411.3% | +618.4% | +67.6% |
| All | +1,666.4% | +1,251.8% | +414.7% | -25.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling