+549.6%
ADBE vs VCIT
+96.1%
+453.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.2% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | -2.3% | +1.1% | -3.4% | -3.0% |
| 3M | -13.3% | -1.4% | -11.9% | -12.4% |
| 6M | -6.5% | -2.3% | -4.1% | -5.0% |
| YTD | -32.4% | -1.8% | -30.6% | -31.5% |
| 1Y | -28.0% | -1.0% | -27.0% | -27.5% |
| 3Y | -60.4% | +19.3% | -79.6% | -64.8% |
| 5Y | -63.4% | +3.8% | -67.2% | -65.8% |
| 10Y | +127.4% | +30.6% | +96.9% | +122.0% |
| All | +549.6% | +96.1% | +453.5% | +949.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling