-61.5%
ADBE vs VLO
+619.0%
-680.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.2% |
| 7D | -8.9% | +6.2% | -15.2% | -9.7% |
| 30D | -6.6% | +23.5% | -30.1% | -9.5% |
| 3M | +7.1% | +53.9% | -46.7% | +0.3% |
| 6M | -9.8% | +81.7% | -91.4% | -17.7% |
| YTD | -27.2% | +142.5% | -169.6% | -36.5% |
| 1Y | -28.0% | +145.4% | -173.5% | -37.5% |
| 3Y | -54.5% | +197.3% | -251.8% | -62.3% |
| 5Y | -61.5% | +614.6% | -676.1% | -67.8% |
| All | -61.5% | +619.0% | -680.5% | -67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling