+1,513.7%
ADSK vs VO
+814.4%
+699.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -1.7% |
| 7D | -14.5% | -0.6% | -13.9% | -13.9% |
| 30D | -19.3% | -1.9% | -17.4% | -17.4% |
| 3M | -7.8% | +3.3% | -11.0% | -11.6% |
| 6M | -20.8% | +9.7% | -30.5% | -29.6% |
| YTD | -30.2% | +12.6% | -42.8% | -40.0% |
| 1Y | -36.5% | +13.6% | -50.1% | -46.0% |
| 3Y | -5.7% | +56.8% | -62.5% | -45.6% |
| 5Y | -28.2% | +42.3% | -70.5% | -51.6% |
| 10Y | +209.1% | +199.2% | +10.0% | -9.2% |
| All | +1,513.7% | +814.4% | +699.3% | +30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling