+1,024.4%
VRT vs CDNS
+72.8%
+951.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.9% | +6.6% | +5.8% |
| 7D | +13.6% | -9.2% | +22.9% | +21.6% |
| 30D | +6.8% | -16.3% | +23.0% | +20.8% |
| 3M | -3.2% | -27.9% | +24.7% | +22.5% |
| 6M | +20.3% | -4.3% | +24.7% | +19.2% |
| YTD | +79.6% | -9.1% | +88.7% | +81.5% |
| 1Y | +139.0% | -21.2% | +160.2% | +170.1% |
| 3Y | +644.6% | +19.4% | +625.2% | +508.5% |
| 5Y | +1,024.4% | +71.6% | +952.8% | +588.5% |
| All | +1,024.4% | +72.8% | +951.6% | +588.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling