+215.4%
ADSK vs VEU
+155.0%
+60.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.7% | -0.8% |
| 7D | -2.5% | -1.4% | -1.1% | -0.9% |
| 30D | -14.9% | -0.4% | -14.5% | -14.6% |
| 3M | +3.3% | +2.5% | +0.8% | -0.9% |
| 6M | -15.7% | +11.1% | -26.8% | -28.2% |
| YTD | -28.2% | +16.5% | -44.8% | -43.0% |
| 1Y | -34.5% | +22.9% | -57.5% | -51.5% |
| 3Y | -2.9% | +73.4% | -76.3% | -54.7% |
| 5Y | -25.3% | +56.1% | -81.4% | -59.1% |
| All | +215.4% | +155.0% | +60.4% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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