+1,232.6%
ADBE vs VTV
+712.5%
+520.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.6% |
| 7D | -8.9% | -0.7% | -8.2% | -8.2% |
| 30D | -6.6% | -0.5% | -6.1% | -6.2% |
| 3M | +7.1% | +5.3% | +1.8% | +1.3% |
| 6M | -9.8% | +12.9% | -22.6% | -20.9% |
| YTD | -27.2% | +18.5% | -45.7% | -39.5% |
| 1Y | -28.0% | +25.3% | -53.3% | -43.6% |
| 3Y | -54.5% | +68.2% | -122.7% | -73.9% |
| 5Y | -61.5% | +80.6% | -142.1% | -79.1% |
| 10Y | +156.4% | +232.9% | -76.5% | -27.6% |
| All | +1,232.6% | +712.5% | +520.1% | +32.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling