+4,623.3%
ADSK vs VTRS
+553.2%
+4,070.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | -2.5% | -2.2% | -0.3% | -2.0% |
| 30D | -14.9% | +3.3% | -18.2% | -15.6% |
| 3M | +3.3% | +2.0% | +1.3% | +2.7% |
| 6M | -15.7% | +19.9% | -35.6% | -19.9% |
| YTD | -28.2% | +35.7% | -64.0% | -34.2% |
| 1Y | -34.5% | +68.1% | -102.6% | -43.4% |
| 3Y | -2.9% | +87.1% | -90.0% | -20.2% |
| 5Y | -25.3% | +47.6% | -73.0% | -36.0% |
| 10Y | +217.8% | -48.2% | +265.9% | +228.6% |
| All | +4,623.3% | +553.2% | +4,070.1% | +2,029.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling