-31.9%
ADSK vs VO
+15.8%
-47.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.2% | -8.1% | -8.1% |
| 7D | -16.4% | -0.3% | -16.1% | -16.3% |
| 30D | -9.2% | -0.3% | -8.9% | -9.0% |
| 3M | -6.7% | +2.9% | -9.7% | -8.1% |
| 6M | -15.5% | +9.3% | -24.9% | -20.4% |
| YTD | -26.4% | +14.2% | -40.6% | -33.4% |
| 1Y | -31.9% | +15.3% | -47.1% | -38.7% |
| All | -31.9% | +15.8% | -47.7% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling