-45.0%
ADBE vs VG
-51.4%
+6.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | -4.4% | -22.0% | +17.7% | -3.5% |
| 30D | +2.8% | -11.6% | +14.5% | +3.2% |
| 3M | -8.0% | -14.9% | +6.8% | -7.6% |
| 6M | -4.3% | -3.5% | -0.8% | -5.0% |
| YTD | -31.6% | +70.0% | -101.6% | -35.7% |
| 1Y | -26.9% | +50.0% | -76.9% | -30.8% |
| All | -45.0% | -51.4% | +6.3% | -48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling