-55.3%
ADBE vs VTV
+67.6%
-122.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +0.8% |
| 7D | -5.4% | -1.1% | -4.3% | -4.6% |
| 30D | -2.5% | -1.0% | -1.5% | -1.7% |
| 3M | +15.3% | +4.6% | +10.6% | +11.4% |
| 6M | -7.8% | +13.5% | -21.4% | -17.0% |
| YTD | -27.9% | +18.5% | -46.4% | -37.9% |
| 1Y | -28.0% | +22.9% | -50.9% | -40.1% |
| 3Y | -55.3% | +67.8% | -123.2% | -72.0% |
| All | -55.3% | +67.6% | -122.9% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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