-62.2%
ADBE vs VSH
+64.0%
-126.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.2% |
| 7D | -12.9% | +2.8% | -15.7% | -13.3% |
| 30D | -5.6% | -6.0% | +0.4% | -5.1% |
| 3M | +6.6% | -42.6% | +49.3% | +14.2% |
| 6M | -9.6% | +82.1% | -91.7% | -29.3% |
| YTD | -28.9% | +117.5% | -146.4% | -48.1% |
| 1Y | -28.9% | +109.0% | -137.9% | -48.0% |
| 3Y | -55.6% | +34.9% | -90.5% | -63.2% |
| 5Y | -62.2% | +65.1% | -127.3% | -73.2% |
| All | -62.2% | +64.0% | -126.2% | -73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling