+127.4%
ADBE vs VCIT
+30.3%
+97.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.5% |
| 7D | -3.8% | +0.1% | -3.9% | -4.0% |
| 30D | -2.3% | +1.1% | -3.4% | -3.5% |
| 3M | -13.3% | -1.4% | -11.9% | -11.8% |
| 6M | -6.5% | -2.3% | -4.1% | -3.9% |
| YTD | -32.4% | -1.8% | -30.6% | -30.9% |
| 1Y | -28.0% | -1.0% | -27.0% | -27.2% |
| 3Y | -60.4% | +19.3% | -79.6% | -68.3% |
| 5Y | -63.4% | +3.8% | -67.2% | -65.6% |
| 10Y | +127.4% | +30.6% | +96.9% | +99.9% |
| All | +127.4% | +30.3% | +97.2% | +99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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