-41.5%
ADBE vs VG
-35.7%
-5.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.8% | -4.7% | -1.1% |
| 7D | -8.9% | +3.8% | -12.7% | -9.1% |
| 30D | -6.6% | +7.2% | -13.9% | -7.0% |
| 3M | +7.1% | +22.8% | -15.6% | +5.5% |
| 6M | -9.8% | +33.2% | -43.0% | -12.2% |
| YTD | -27.2% | +124.8% | -152.0% | -32.2% |
| 1Y | -28.0% | +15.8% | -43.8% | -29.6% |
| All | -41.5% | -35.7% | -5.8% | -45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling