-36.5%
ADSK vs VCIT
+0.1%
-36.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.5% |
| 7D | -14.5% | -0.2% | -14.3% | -14.4% |
| 30D | -19.3% | -0.5% | -18.8% | -18.9% |
| 3M | -7.8% | -0.9% | -6.9% | -7.1% |
| 6M | -20.8% | -1.9% | -18.8% | -19.3% |
| YTD | -30.2% | -1.0% | -29.2% | -30.0% |
| 1Y | -36.5% | +0.2% | -36.7% | -35.7% |
| All | -36.5% | +0.1% | -36.6% | -35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling