-63.1%
ADBE vs VT
+59.8%
-122.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.9% |
| 7D | -4.4% | -0.7% | -3.7% | -3.9% |
| 30D | -0.2% | -1.7% | +1.5% | +1.3% |
| 3M | -9.9% | -2.3% | -7.6% | -8.0% |
| 6M | -3.5% | +1.5% | -5.0% | -6.9% |
| YTD | -32.1% | +12.0% | -44.2% | -42.8% |
| 1Y | -28.7% | +12.9% | -41.6% | -40.6% |
| 3Y | -60.2% | +74.9% | -135.2% | -82.5% |
| 5Y | -63.1% | +59.9% | -123.0% | -79.7% |
| All | -63.1% | +59.8% | -122.8% | -79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling