+503.6%
ADBE vs VT
+345.0%
+158.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | +3.5% |
| 7D | -0.7% | -4.2% | +3.5% | +3.7% |
| 30D | +3.5% | -5.8% | +9.3% | +9.9% |
| 3M | -5.0% | -5.2% | +0.3% | +0.2% |
| 6M | -3.6% | +0.1% | -3.7% | -5.4% |
| YTD | -29.6% | +8.2% | -37.8% | -37.0% |
| 1Y | -26.6% | +10.1% | -36.7% | -35.6% |
| 3Y | -56.3% | +69.7% | -125.9% | -76.2% |
| 5Y | -62.8% | +53.4% | -116.2% | -76.7% |
| 10Y | +132.1% | +219.2% | -87.2% | -29.6% |
| All | +503.6% | +345.0% | +158.6% | +29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling