+1,293.5%
ADBE vs VO
+827.2%
+466.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.5% | -6.5% |
| 7D | -8.6% | -0.3% | -8.3% | -8.3% |
| 30D | +2.8% | -0.3% | +3.1% | +3.1% |
| 3M | +3.1% | +2.9% | +0.2% | -0.3% |
| 6M | -2.4% | +9.3% | -11.8% | -11.8% |
| YTD | -23.9% | +14.2% | -38.0% | -34.4% |
| 1Y | -22.6% | +15.3% | -37.9% | -34.0% |
| 3Y | -52.7% | +56.2% | -108.9% | -70.9% |
| 5Y | -60.0% | +42.4% | -102.5% | -72.1% |
| 10Y | +157.3% | +194.7% | -37.4% | -14.1% |
| All | +1,293.5% | +827.2% | +466.3% | +35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling