-2.9%
ADSK vs VTV
+67.6%
-70.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | -0.3% |
| 7D | -2.5% | -1.1% | -1.4% | -1.5% |
| 30D | -14.9% | -1.0% | -13.8% | -14.0% |
| 3M | +3.3% | +4.6% | -1.3% | -1.3% |
| 6M | -15.7% | +13.5% | -29.2% | -26.5% |
| YTD | -28.2% | +18.5% | -46.7% | -40.6% |
| 1Y | -34.5% | +22.9% | -57.4% | -48.1% |
| 3Y | -2.9% | +67.8% | -70.7% | -48.5% |
| All | -2.9% | +67.6% | -70.5% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 3y: compounded portfolio wealth divided by compounded VTV 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…
3y analysis · Full analysis span regression · 6 months rolling