+769.3%
VST vs CDNS
+76.3%
+693.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.0% | +7.5% | +5.2% |
| 7D | +8.9% | -14.0% | +22.9% | +15.9% |
| 30D | +6.2% | -13.2% | +19.4% | +12.4% |
| 3M | -2.7% | -28.9% | +26.2% | +11.7% |
| 6M | -8.4% | -4.2% | -4.2% | -9.4% |
| YTD | -7.2% | -6.4% | -0.8% | -7.9% |
| 1Y | -20.9% | -16.2% | -4.7% | -17.7% |
| 3Y | +384.0% | +20.2% | +363.8% | +335.1% |
| All | +769.3% | +76.3% | +693.0% | +537.9% |
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