+580.1%
ADSK vs VOO
+807.8%
-227.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.0% |
| 7D | -14.5% | -0.4% | -14.2% | -14.1% |
| 30D | -19.3% | -1.4% | -17.9% | -17.7% |
| 3M | -7.8% | +3.7% | -11.5% | -13.0% |
| 6M | -20.8% | +13.0% | -33.8% | -33.9% |
| YTD | -30.2% | +12.4% | -42.6% | -41.3% |
| 1Y | -36.5% | +18.6% | -55.1% | -50.5% |
| 3Y | -5.7% | +78.1% | -83.8% | -58.9% |
| 5Y | -28.2% | +82.3% | -110.4% | -68.5% |
| 10Y | +209.1% | +322.5% | -113.4% | -57.9% |
| All | +580.1% | +807.8% | -227.7% | -72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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