-63.7%
ADBE vs VSH
+46.9%
-110.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.6% | +5.0% | +0.9% |
| 7D | -3.2% | +26.2% | -29.4% | -5.6% |
| 30D | +1.0% | -12.5% | +13.5% | +1.9% |
| 3M | -7.8% | -16.9% | +9.1% | -7.0% |
| 6M | -1.0% | -17.0% | +16.0% | -6.6% |
| YTD | -31.8% | +93.8% | -125.7% | -50.4% |
| 1Y | -29.2% | +99.3% | -128.6% | -49.1% |
| 3Y | -60.1% | +35.0% | -95.1% | -69.1% |
| 5Y | -63.7% | +45.8% | -109.5% | -75.0% |
| All | -63.7% | +46.9% | -110.6% | -75.0% |
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