+1,044.2%
CDNS vs VYM
+209.2%
+835.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.8% |
| 7D | -1.1% | -0.8% | -0.3% | -0.3% |
| 30D | -10.4% | -2.2% | -8.2% | -8.3% |
| 3M | -24.6% | +3.1% | -27.7% | -26.9% |
| 6M | -1.6% | +9.7% | -11.3% | -10.6% |
| YTD | -7.4% | +14.9% | -22.3% | -19.7% |
| 1Y | -18.4% | +17.6% | -36.0% | -30.9% |
| 3Y | +19.0% | +65.3% | -46.3% | -28.4% |
| 5Y | +73.4% | +78.7% | -5.3% | -2.1% |
| All | +1,044.2% | +209.2% | +835.0% | +273.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 10y: compounded portfolio wealth divided by compounded VYM 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…
10y analysis · Full analysis span regression · 6 months rolling