+594.9%
ADBE vs VIG
+623.5%
-28.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.3% | -6.2% |
| 7D | -8.6% | -0.4% | -8.1% | -8.0% |
| 30D | +2.8% | -1.0% | +3.7% | +4.1% |
| 3M | +3.1% | +2.8% | +0.4% | -0.4% |
| 6M | -2.4% | +8.2% | -10.6% | -12.0% |
| YTD | -23.9% | +11.0% | -34.9% | -33.6% |
| 1Y | -22.6% | +16.1% | -38.7% | -36.3% |
| 3Y | -52.7% | +56.2% | -108.8% | -73.3% |
| 5Y | -60.0% | +63.0% | -123.0% | -77.9% |
| 10Y | +157.3% | +241.4% | -84.1% | -43.1% |
| All | +594.9% | +623.5% | -28.6% | -41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling