-26.7%
ADSK vs VCIT
+3.7%
-30.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.5% |
| 7D | -14.3% | +0.1% | -14.4% | -14.4% |
| 30D | -14.8% | -0.8% | -14.0% | -13.8% |
| 3M | -5.7% | -0.5% | -5.2% | -4.9% |
| 6M | -18.7% | -1.4% | -17.3% | -17.0% |
| YTD | -28.3% | -0.8% | -27.5% | -27.5% |
| 1Y | -35.1% | +0.3% | -35.4% | -35.5% |
| 3Y | -3.2% | +19.2% | -22.4% | -27.8% |
| 5Y | -26.7% | +3.6% | -30.3% | -37.2% |
| All | -26.7% | +3.7% | -30.4% | -37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling