+120.2%
ADBE vs VT
+215.5%
-95.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.2% |
| 7D | -4.4% | -2.3% | -2.1% | -1.9% |
| 30D | +2.8% | -5.0% | +7.8% | +8.7% |
| 3M | -8.0% | -4.9% | -3.2% | -3.0% |
| 6M | -4.3% | -1.5% | -2.8% | -4.5% |
| YTD | -31.6% | +8.5% | -40.1% | -40.0% |
| 1Y | -26.9% | +11.4% | -38.3% | -38.1% |
| 3Y | -57.7% | +70.1% | -127.8% | -79.4% |
| 5Y | -63.9% | +53.7% | -117.6% | -79.4% |
| All | +120.2% | +215.5% | -95.3% | -48.0% |
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