+761.0%
ADSK vs VNQ
+386.3%
+374.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | -0.1% |
| 7D | -2.5% | -1.3% | -1.3% | -1.7% |
| 30D | -14.9% | -2.6% | -12.3% | -13.5% |
| 3M | +3.3% | -2.0% | +5.3% | +4.7% |
| 6M | -15.7% | +4.3% | -20.0% | -18.1% |
| YTD | -28.2% | +9.2% | -37.5% | -32.4% |
| 1Y | -34.5% | +5.6% | -40.2% | -37.0% |
| 3Y | -2.9% | +30.8% | -33.7% | -18.7% |
| 5Y | -25.3% | +8.0% | -33.3% | -28.4% |
| 10Y | +217.8% | +63.7% | +154.1% | +135.9% |
| All | +761.0% | +386.3% | +374.8% | +226.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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