-31.9%
ADSK vs VTRS
+66.3%
-98.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.4% | -7.9% | -8.2% |
| 7D | -16.4% | +3.3% | -19.7% | -16.8% |
| 30D | -9.2% | -3.6% | -5.6% | -8.8% |
| 3M | -6.7% | +7.0% | -13.7% | -7.4% |
| 6M | -15.5% | +17.5% | -33.0% | -17.4% |
| YTD | -26.4% | +38.8% | -65.2% | -30.6% |
| 1Y | -31.9% | +69.2% | -101.1% | -38.3% |
| All | -31.9% | +66.3% | -98.2% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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