+1,206.6%
CDNS price history and return analytics
+222.7%
+983.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +2.0% |
| 7D | +7.0% | +2.9% | +4.1% | +3.1% |
| 30D | -0.3% | -2.5% | +2.2% | +3.4% |
| 3M | +3.2% | -3.3% | +6.5% | +8.2% |
| 6M | -6.9% | +1.5% | -8.4% | -8.2% |
| YTD | +6.6% | +11.4% | -4.7% | -6.7% |
| 1Y | +5.6% | +11.9% | -6.3% | -8.1% |
| 3Y | +27.4% | +73.9% | -46.4% | -35.5% |
| 5Y | +83.7% | +57.9% | +25.8% | +7.0% |
| All | +1,206.6% | +222.7% | +983.9% | +241.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling