+259.5%
ADSK vs VCIT
+31.0%
+228.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.1% |
| 7D | +1.0% | -1.4% | +2.5% | +3.1% |
| 30D | +14.4% | +0.6% | +13.8% | +13.6% |
| 3M | +2.5% | -2.2% | +4.7% | +5.9% |
| 6M | +14.5% | -2.3% | +16.8% | +18.3% |
| YTD | -10.7% | -2.2% | -8.5% | -7.9% |
| 1Y | -11.0% | -1.4% | -9.7% | -9.3% |
| 3Y | +25.9% | +18.7% | +7.1% | -1.8% |
| 5Y | -19.7% | +3.6% | -23.3% | -25.7% |
| All | +259.5% | +31.0% | +228.5% | +224.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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