-55.9%
ADBE vs VTI
+74.4%
-130.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -1.8% |
| 7D | -12.9% | -2.0% | -10.9% | -11.4% |
| 30D | -5.6% | -1.9% | -3.7% | -4.0% |
| 3M | +6.6% | +4.5% | +2.1% | +2.2% |
| 6M | -9.6% | +12.6% | -22.1% | -19.3% |
| YTD | -28.9% | +12.0% | -40.9% | -36.3% |
| 1Y | -28.9% | +17.3% | -46.3% | -39.3% |
| All | -55.9% | +74.4% | -130.3% | -76.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling