-28.3%
ADBE vs VG
+14.9%
-43.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -3.5% |
| 7D | -10.1% | -2.5% | -7.6% | -10.1% |
| 30D | -3.0% | +11.1% | -14.1% | -3.1% |
| 3M | +5.0% | +14.9% | -9.9% | +4.5% |
| 6M | -9.3% | +18.4% | -27.6% | -10.0% |
| YTD | -26.5% | +116.6% | -143.1% | -29.0% |
| 1Y | -28.3% | +9.4% | -37.6% | -28.3% |
| All | -28.3% | +14.9% | -43.1% | -28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling