+902.5%
ADBE vs VNQ
+382.8%
+519.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.9% |
| 7D | -12.9% | -2.6% | -10.3% | -11.6% |
| 30D | -5.6% | -2.3% | -3.3% | -4.3% |
| 3M | +6.6% | -2.8% | +9.4% | +8.5% |
| 6M | -9.6% | +2.5% | -12.1% | -11.0% |
| YTD | -28.9% | +8.4% | -37.4% | -32.4% |
| 1Y | -28.9% | +6.8% | -35.7% | -31.8% |
| 3Y | -55.6% | +29.9% | -85.5% | -62.2% |
| 5Y | -62.2% | +7.2% | -69.4% | -63.9% |
| 10Y | +150.4% | +62.5% | +87.9% | +88.7% |
| All | +902.5% | +382.8% | +519.8% | +279.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling