-35.1%
ADSK vs VT
+21.4%
-56.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.5% |
| 7D | -14.3% | +1.0% | -15.3% | -14.5% |
| 30D | -14.8% | -0.2% | -14.6% | -14.7% |
| 3M | -5.7% | +4.5% | -10.2% | -6.7% |
| 6M | -18.7% | +14.1% | -32.7% | -24.1% |
| YTD | -28.3% | +14.8% | -43.1% | -33.6% |
| 1Y | -35.1% | +21.2% | -56.3% | -42.9% |
| All | -35.1% | +21.4% | -56.5% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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