+950.8%
VTI vs ADSK
+2,419.1%
-1,468.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -0.9% | -2.5% | +1.6% | -0.1% |
| 30D | -1.4% | -14.9% | +13.4% | +3.2% |
| 3M | +3.6% | +3.3% | +0.3% | +1.5% |
| 6M | +13.6% | -15.7% | +29.3% | +17.6% |
| YTD | +12.9% | -28.2% | +41.2% | +22.3% |
| 1Y | +17.2% | -34.5% | +51.8% | +30.6% |
| 3Y | +75.7% | -2.9% | +78.6% | +70.2% |
| 5Y | +75.4% | -25.3% | +100.8% | +78.3% |
| 10Y | +303.3% | +217.8% | +85.5% | +148.9% |
| All | +950.8% | +2,419.1% | -1,468.3% | +193.4% |
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