+120.2%
ADBE vs VCIT
+28.8%
+91.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | -4.4% | +0.1% | -4.5% | -4.5% |
| 30D | +2.8% | +1.9% | +0.9% | +0.6% |
| 3M | -8.0% | -1.4% | -6.6% | -6.4% |
| 6M | -4.3% | -2.1% | -2.2% | -1.9% |
| YTD | -31.6% | -1.6% | -30.0% | -30.3% |
| 1Y | -26.9% | -0.9% | -26.0% | -26.2% |
| 3Y | -57.7% | +20.0% | -77.7% | -66.4% |
| 5Y | -63.9% | +3.1% | -67.0% | -65.8% |
| All | +120.2% | +28.8% | +91.4% | +93.1% |
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