+948.7%
VTI vs CDNS
+1,223.7%
-275.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -0.4% | -7.2% | +6.8% | +1.9% |
| 30D | -1.6% | -14.3% | +12.7% | +2.8% |
| 3M | +3.6% | -27.2% | +30.8% | +13.2% |
| 6M | +13.0% | -4.5% | +17.5% | +13.0% |
| YTD | +12.7% | -9.0% | +21.6% | +13.6% |
| 1Y | +18.4% | -21.3% | +39.7% | +24.2% |
| 3Y | +76.4% | +19.6% | +56.8% | +58.5% |
| 5Y | +73.7% | +71.5% | +2.2% | +37.3% |
| 10Y | +302.5% | +1,036.6% | -734.1% | +80.8% |
| All | +948.7% | +1,223.7% | -275.0% | +240.3% |
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