-60.9%
ADBE vs VEU
+55.0%
-115.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.3% | +0.5% |
| 7D | -5.4% | -1.4% | -3.9% | -4.2% |
| 30D | -2.5% | -0.4% | -2.1% | -2.3% |
| 3M | +15.3% | +2.5% | +12.7% | +11.9% |
| 6M | -7.8% | +11.1% | -19.0% | -18.2% |
| YTD | -27.9% | +16.5% | -44.4% | -39.8% |
| 1Y | -28.0% | +22.9% | -51.0% | -43.5% |
| 3Y | -55.3% | +73.4% | -128.7% | -76.9% |
| All | -60.9% | +55.0% | -115.9% | -76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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