-57.7%
ADBE vs VT
+69.7%
-127.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.1% |
| 7D | -4.4% | -2.3% | -2.1% | -2.9% |
| 30D | +2.8% | -5.0% | +7.8% | +6.2% |
| 3M | -8.0% | -4.9% | -3.2% | -5.1% |
| 6M | -4.3% | -1.5% | -2.8% | -4.4% |
| YTD | -31.6% | +8.5% | -40.1% | -37.8% |
| 1Y | -26.9% | +11.4% | -38.3% | -35.3% |
| 3Y | -57.7% | +70.1% | -127.8% | -75.7% |
| All | -57.7% | +69.7% | -127.4% | -75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling