+981.1%
ADSK vs VCIT
+96.5%
+884.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | +2.1% | +0.7% | +1.4% | +1.6% |
| 30D | +11.9% | +1.8% | +10.1% | +10.4% |
| 3M | +5.7% | -1.6% | +7.3% | +7.1% |
| 6M | +7.7% | -2.1% | +9.8% | +9.5% |
| YTD | -11.0% | -1.6% | -9.5% | -9.9% |
| 1Y | -11.4% | -0.8% | -10.6% | -10.8% |
| 3Y | +28.7% | +19.9% | +8.7% | +12.2% |
| 5Y | -20.1% | +3.3% | -23.4% | -26.5% |
| 10Y | +262.6% | +30.6% | +231.9% | +257.2% |
| All | +981.1% | +96.5% | +884.6% | +1,686.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling