-2.9%
ADSK vs VEU
+73.8%
-76.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.7% | -0.2% |
| 7D | -2.5% | -1.4% | -1.1% | -1.7% |
| 30D | -14.9% | -0.4% | -14.5% | -14.7% |
| 3M | +3.3% | +2.5% | +0.8% | +1.3% |
| 6M | -15.7% | +11.1% | -26.8% | -23.0% |
| YTD | -28.2% | +16.5% | -44.8% | -37.9% |
| 1Y | -34.5% | +22.9% | -57.5% | -46.3% |
| 3Y | -2.9% | +73.4% | -76.3% | -46.2% |
| All | -2.9% | +73.8% | -76.7% | -46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling