+151.4%
ADBE vs VTI
+305.0%
-153.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.4% |
| 7D | -5.4% | -0.9% | -4.5% | -4.3% |
| 30D | -2.5% | -1.4% | -1.1% | -0.7% |
| 3M | +15.3% | +3.6% | +11.7% | +10.1% |
| 6M | -7.8% | +13.6% | -21.5% | -21.8% |
| YTD | -27.9% | +12.9% | -40.8% | -38.5% |
| 1Y | -28.0% | +17.2% | -45.3% | -41.6% |
| 3Y | -55.3% | +75.7% | -131.0% | -78.4% |
| 5Y | -61.7% | +75.4% | -137.2% | -80.8% |
| All | +151.4% | +305.0% | -153.6% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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