-28.5%
ADBE vs VSH
+100.9%
-129.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.6% | +5.0% | -0.4% |
| 7D | -3.2% | +26.2% | -29.4% | +0.9% |
| 30D | +1.0% | -12.5% | +13.5% | -0.4% |
| 3M | -7.8% | -16.9% | +9.1% | -9.3% |
| 6M | -1.0% | -17.0% | +16.0% | -2.6% |
| YTD | -31.8% | +93.8% | -125.7% | -32.1% |
| All | -28.5% | +100.9% | -129.4% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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