+215.4%
ADSK price history and return analytics
+229.8%
-14.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.8% |
| 7D | -2.5% | -1.1% | -1.4% | -1.1% |
| 30D | -14.9% | -1.0% | -13.9% | -13.7% |
| 3M | +3.3% | +3.2% | +0.2% | -1.8% |
| 6M | -15.7% | +12.5% | -28.1% | -29.9% |
| YTD | -28.2% | +14.1% | -42.3% | -41.6% |
| 1Y | -34.5% | +18.9% | -53.5% | -49.9% |
| 3Y | -2.9% | +74.1% | -77.0% | -57.2% |
| 5Y | -25.3% | +66.9% | -92.2% | -63.8% |
| All | +215.4% | +229.8% | -14.4% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling