+4,360.4%
ADBE vs VTR
+1,484.0%
+2,876.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -8.9% | -2.9% | -6.0% | -8.2% |
| 30D | -6.6% | -2.8% | -3.8% | -6.0% |
| 3M | +7.1% | +9.0% | -1.9% | +4.9% |
| 6M | -9.8% | +5.0% | -14.7% | -11.2% |
| YTD | -27.2% | +16.9% | -44.1% | -30.4% |
| 1Y | -28.0% | +34.3% | -62.3% | -33.7% |
| 3Y | -54.5% | +131.6% | -186.1% | -63.9% |
| 5Y | -61.5% | +88.0% | -149.5% | -68.1% |
| 10Y | +156.4% | +97.8% | +58.7% | +90.4% |
| All | +4,360.4% | +1,484.0% | +2,876.4% | +1,844.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling