-55.9%
ADBE vs VTR
+134.0%
-190.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -2.4% |
| 7D | -12.9% | -1.8% | -11.1% | -12.8% |
| 30D | -5.6% | +4.0% | -9.6% | -5.8% |
| 3M | +6.6% | +7.8% | -1.2% | +6.9% |
| 6M | -9.6% | +6.4% | -15.9% | -9.3% |
| YTD | -28.9% | +18.3% | -47.2% | -29.3% |
| 1Y | -28.9% | +33.9% | -62.9% | -30.4% |
| All | -55.9% | +134.0% | -190.0% | -61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling