-54.9%
ADBE vs VO
+56.0%
-110.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.3% |
| 7D | -8.9% | -0.6% | -8.3% | -8.5% |
| 30D | -6.6% | -1.9% | -4.7% | -5.3% |
| 3M | +7.1% | +3.3% | +3.9% | +4.3% |
| 6M | -9.8% | +9.7% | -19.5% | -16.6% |
| YTD | -27.2% | +12.6% | -39.8% | -34.4% |
| 1Y | -28.0% | +13.6% | -41.7% | -35.7% |
| All | -54.9% | +56.0% | -110.9% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling