-62.2%
ADBE vs VCLT
-17.3%
-44.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -1.6% |
| 7D | -12.9% | -1.3% | -11.6% | -12.2% |
| 30D | -5.6% | -1.1% | -4.5% | -4.9% |
| 3M | +6.6% | -3.7% | +10.3% | +9.1% |
| 6M | -9.6% | -4.0% | -5.5% | -7.3% |
| YTD | -28.9% | -3.4% | -25.5% | -27.5% |
| 1Y | -28.9% | -4.1% | -24.8% | -27.2% |
| 3Y | -55.6% | +11.0% | -66.6% | -59.4% |
| 5Y | -62.2% | -17.0% | -45.2% | -60.5% |
| All | -62.2% | -17.3% | -44.9% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling