+812.9%
VOO vs ADSK
+593.8%
+219.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.3% |
| 7D | -2.0% | -10.9% | +8.9% | +1.4% |
| 30D | -1.7% | -15.9% | +14.2% | +3.3% |
| 3M | +4.7% | -4.4% | +9.1% | +4.9% |
| 6M | +12.6% | -16.6% | +29.2% | +17.0% |
| YTD | +11.8% | -28.5% | +40.3% | +21.4% |
| 1Y | +17.5% | -34.6% | +52.2% | +31.2% |
| 3Y | +77.0% | -3.5% | +80.4% | +71.3% |
| 5Y | +82.6% | -25.6% | +108.2% | +84.8% |
| 10Y | +320.0% | +216.6% | +103.4% | +160.9% |
| All | +812.9% | +593.8% | +219.1% | +308.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 ADSK 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