+588.9%
VST vs CDNS
+78.1%
+510.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +2.7% | +7.8% | +9.3% |
| 7D | -9.8% | -2.4% | -7.4% | -8.9% |
| 30D | -25.1% | -10.2% | -15.0% | -21.6% |
| 3M | -11.6% | -5.5% | -6.1% | -10.0% |
| 6M | -20.9% | -9.9% | -11.1% | -18.9% |
| YTD | -22.3% | +2.3% | -24.7% | -26.0% |
| 1Y | -32.0% | -1.4% | -30.6% | -34.1% |
| 3Y | +262.4% | +28.1% | +234.3% | +214.4% |
| All | +588.9% | +78.1% | +510.8% | +409.6% |
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