+120.0%
ADBE vs VT
+223.7%
-103.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -3.9% |
| 7D | -5.6% | +0.4% | -6.0% | -6.3% |
| 30D | -2.0% | -2.6% | +0.6% | +0.5% |
| 3M | -10.5% | -3.2% | -7.3% | -7.6% |
| 6M | -6.2% | +0.9% | -7.2% | -9.1% |
| YTD | -32.2% | +11.3% | -43.5% | -42.4% |
| 1Y | -27.4% | +14.0% | -41.4% | -40.3% |
| 3Y | -58.9% | +75.8% | -134.8% | -80.9% |
| 5Y | -64.5% | +57.8% | -122.3% | -80.4% |
| 10Y | +120.0% | +219.8% | -99.8% | -49.2% |
| All | +120.0% | +223.7% | -103.7% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling