+494.2%
ADSK price history and return analytics
+368.8%
+125.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.9% |
| 7D | -14.5% | -0.1% | -14.4% | -14.4% |
| 30D | -19.3% | -0.7% | -18.6% | -18.6% |
| 3M | -7.8% | +4.0% | -11.8% | -12.9% |
| 6M | -20.8% | +12.3% | -33.0% | -32.2% |
| YTD | -30.2% | +14.0% | -44.2% | -41.5% |
| 1Y | -36.5% | +20.3% | -56.8% | -50.1% |
| 3Y | -5.7% | +75.4% | -81.2% | -52.9% |
| 5Y | -28.2% | +66.0% | -94.1% | -60.1% |
| 10Y | +209.1% | +228.2% | -19.1% | -16.0% |
| All | +494.2% | +368.8% | +125.5% | +16.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling