+317.6%
VOO vs CDNS
+1,060.3%
-742.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.7% | +0.3% |
| 7D | -0.8% | -1.1% | +0.4% | -0.4% |
| 30D | -1.1% | -10.4% | +9.4% | +2.5% |
| 3M | +3.9% | -24.6% | +28.5% | +14.0% |
| 6M | +13.6% | -1.6% | +15.3% | +12.0% |
| YTD | +12.7% | -7.4% | +20.1% | +12.7% |
| 1Y | +17.6% | -18.4% | +36.0% | +22.9% |
| 3Y | +77.3% | +19.0% | +58.4% | +52.7% |
| 5Y | +84.1% | +73.4% | +10.7% | +31.1% |
| All | +317.6% | +1,060.3% | -742.7% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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