+71.6%
CDNS price history and return analytics
+66.2%
+5.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.2% |
| 7D | -9.2% | +1.0% | -10.3% | -10.6% |
| 30D | -16.3% | -0.2% | -16.0% | -15.9% |
| 3M | -27.9% | +4.5% | -32.5% | -32.5% |
| 6M | -4.3% | +14.1% | -18.4% | -20.8% |
| YTD | -9.1% | +14.8% | -23.9% | -25.2% |
| 1Y | -21.2% | +21.2% | -42.4% | -40.1% |
| 3Y | +19.4% | +76.6% | -57.2% | -45.7% |
| 5Y | +71.6% | +66.6% | +5.0% | -9.2% |
| All | +71.6% | +66.2% | +5.4% | -9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling