-45.4%
ADBE vs VG
-46.6%
+1.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.5% | -5.1% | +0.2% |
| 7D | -4.4% | +5.5% | -9.9% | -4.6% |
| 30D | -0.2% | -3.6% | +3.4% | -0.2% |
| 3M | -9.9% | -4.0% | -5.9% | -10.0% |
| 6M | -3.5% | +9.4% | -12.9% | -4.7% |
| YTD | -32.1% | +86.6% | -118.7% | -36.4% |
| 1Y | -28.7% | +69.5% | -98.2% | -32.8% |
| All | -45.4% | -46.6% | +1.2% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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