-34.5%
ADSK price history and return analytics
+19.6%
-54.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | -2.5% | -1.1% | -1.4% | -2.3% |
| 30D | -14.9% | -1.0% | -13.9% | -14.7% |
| 3M | +3.3% | +3.2% | +0.2% | +2.6% |
| 6M | -15.7% | +12.5% | -28.1% | -20.7% |
| YTD | -28.2% | +14.1% | -42.3% | -33.5% |
| 1Y | -34.5% | +18.9% | -53.5% | -42.2% |
| All | -34.5% | +19.6% | -54.2% | -42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling