+73.1%
CDNS vs VYM
+76.3%
-3.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.8% |
| 7D | -6.5% | -1.9% | -4.7% | -4.4% |
| 30D | -13.0% | -2.6% | -10.4% | -10.2% |
| 3M | -26.0% | +3.6% | -29.6% | -29.1% |
| 6M | -2.8% | +8.7% | -11.5% | -12.1% |
| YTD | -8.8% | +14.1% | -23.0% | -22.2% |
| 1Y | -15.8% | +17.8% | -33.6% | -30.8% |
| 3Y | +19.7% | +64.5% | -44.8% | -33.8% |
| All | +73.1% | +76.3% | -3.2% | -10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling