-60.9%
ADBE vs VGT
+136.3%
-197.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +0.4% |
| 7D | -5.4% | -0.2% | -5.2% | -5.2% |
| 30D | -2.5% | -0.4% | -2.1% | -2.3% |
| 3M | +15.3% | +4.4% | +10.8% | +9.2% |
| 6M | -7.8% | +32.1% | -39.9% | -29.9% |
| YTD | -27.9% | +28.8% | -56.7% | -44.2% |
| 1Y | -28.0% | +35.3% | -63.4% | -47.4% |
| 3Y | -55.3% | +124.8% | -180.1% | -81.7% |
| All | -60.9% | +136.3% | -197.2% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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