+1,558.9%
ADSK vs VTV
+712.6%
+846.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | -0.5% |
| 7D | -2.5% | -1.1% | -1.4% | -1.3% |
| 30D | -14.9% | -1.0% | -13.8% | -13.9% |
| 3M | +3.3% | +4.6% | -1.3% | -2.2% |
| 6M | -15.7% | +13.5% | -29.2% | -27.9% |
| YTD | -28.2% | +18.5% | -46.7% | -41.8% |
| 1Y | -34.5% | +22.9% | -57.4% | -49.2% |
| 3Y | -2.9% | +67.8% | -70.7% | -47.7% |
| 5Y | -25.3% | +81.8% | -107.2% | -62.4% |
| 10Y | +217.8% | +233.0% | -15.2% | -20.3% |
| All | +1,558.9% | +712.6% | +846.2% | +40.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling