+148.0%
ADBE vs VLO
+933.4%
-785.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.2% |
| 7D | -12.9% | +4.0% | -16.9% | -13.6% |
| 30D | -5.6% | +19.0% | -24.6% | -8.6% |
| 3M | +6.6% | +50.0% | -43.4% | -1.3% |
| 6M | -9.6% | +79.1% | -88.7% | -19.1% |
| YTD | -28.9% | +140.3% | -169.2% | -40.0% |
| 1Y | -28.9% | +148.3% | -177.3% | -40.6% |
| 3Y | -55.6% | +194.6% | -250.2% | -64.7% |
| 5Y | -62.2% | +609.6% | -671.8% | -75.3% |
| All | +148.0% | +933.4% | -785.4% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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