+965.2%
ADSK vs VCIT
+95.6%
+869.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.3% |
| 7D | -3.6% | -1.4% | -2.2% | -2.5% |
| 30D | +12.6% | +0.8% | +11.8% | +12.0% |
| 3M | +4.0% | -1.7% | +5.7% | +5.5% |
| 6M | +10.5% | -2.1% | +12.6% | +12.4% |
| YTD | -12.3% | -2.0% | -10.3% | -10.9% |
| 1Y | -14.0% | -1.5% | -12.5% | -13.0% |
| 3Y | +23.2% | +19.0% | +4.2% | +8.1% |
| 5Y | -21.2% | +3.8% | -25.0% | -27.4% |
| 10Y | +251.6% | +30.6% | +220.9% | +248.9% |
| All | +965.2% | +95.6% | +869.6% | +1,667.2% |
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 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