+137.3%
ADBE vs VIG
+262.6%
-125.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +1.6% | +3.5% | -1.9% | -2.7% |
| 30D | +1.0% | +4.9% | -3.9% | -5.0% |
| 3M | -10.1% | +2.5% | -12.6% | -13.0% |
| 6M | +3.0% | +11.0% | -8.1% | -9.9% |
| YTD | -30.5% | +16.0% | -46.5% | -42.7% |
| 1Y | -27.1% | +17.5% | -44.7% | -40.9% |
| 3Y | -58.8% | +67.0% | -125.8% | -78.7% |
| 5Y | -63.0% | +64.8% | -127.8% | -80.0% |
| All | +137.3% | +262.6% | -125.3% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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