+2,545.5%
VRT vs CDNS
+551.6%
+1,994.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.2% | -9.8% | -9.7% |
| 7D | +2.4% | -7.2% | +9.6% | +6.7% |
| 30D | -2.7% | -14.3% | +11.6% | +5.9% |
| 3M | -9.2% | -27.2% | +18.0% | +8.9% |
| 6M | -0.5% | -4.5% | +4.0% | -0.4% |
| YTD | +62.3% | -9.0% | +71.3% | +65.1% |
| 1Y | +109.6% | -21.3% | +130.9% | +132.3% |
| 3Y | +573.1% | +19.6% | +553.5% | +504.2% |
| 5Y | +953.6% | +71.5% | +882.1% | +691.7% |
| All | +2,545.5% | +551.6% | +1,994.0% | +1,257.8% |
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