-34.5%
ADSK vs VO
+13.3%
-47.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.1% |
| 7D | -2.5% | -1.5% | -1.0% | -1.6% |
| 30D | -14.9% | -3.0% | -11.8% | -13.2% |
| 3M | +3.3% | +2.8% | +0.5% | +1.6% |
| 6M | -15.7% | +10.9% | -26.6% | -22.2% |
| YTD | -28.2% | +12.5% | -40.7% | -34.5% |
| 1Y | -34.5% | +12.0% | -46.5% | -40.0% |
| All | -34.5% | +13.3% | -47.8% | -40.0% |
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