-28.0%
ADBE vs VNQ
+7.2%
-35.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +1.1% |
| 7D | -5.4% | -1.3% | -4.1% | -4.9% |
| 30D | -2.5% | -2.6% | +0.1% | -1.6% |
| 3M | +15.3% | -2.0% | +17.3% | +16.6% |
| 6M | -7.8% | +4.3% | -12.2% | -8.2% |
| YTD | -27.9% | +9.2% | -37.2% | -30.6% |
| 1Y | -28.0% | +5.6% | -33.7% | -30.3% |
| All | -28.0% | +7.2% | -35.3% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling