-22.6%
ADBE vs VTR
+36.9%
-59.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.0% | -4.7% | -7.0% |
| 7D | -8.6% | -1.7% | -6.9% | -8.7% |
| 30D | +2.8% | -2.4% | +5.2% | +2.4% |
| 3M | +3.1% | +14.8% | -11.7% | +11.2% |
| 6M | -2.4% | +5.3% | -7.8% | +1.4% |
| YTD | -23.9% | +18.1% | -41.9% | -17.5% |
| 1Y | -22.6% | +36.7% | -59.3% | -13.0% |
| All | -22.6% | +36.9% | -59.5% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling