+1,058.9%
VST vs CDNS
+1,204.6%
-145.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.5% |
| 7D | -6.0% | +2.4% | -8.5% | -6.8% |
| 30D | -18.8% | -6.0% | -12.8% | -16.9% |
| 3M | -8.0% | -0.1% | -8.0% | -8.4% |
| 6M | -10.9% | -8.6% | -2.4% | -9.3% |
| YTD | -18.3% | +6.1% | -24.4% | -22.1% |
| 1Y | -29.9% | +0.8% | -30.7% | -31.9% |
| 3Y | +290.3% | +26.8% | +263.5% | +251.8% |
| 5Y | +635.3% | +86.9% | +548.4% | +480.4% |
| 10Y | +1,162.4% | +1,235.1% | -72.7% | +492.2% |
| All | +1,058.9% | +1,204.6% | -145.7% | +450.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling