-25.9%
ADBE vs VUG
+4.9%
-30.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.6% | +0.6% |
| 7D | -0.5% | -3.0% | +2.5% | +0.2% |
| 30D | +4.1% | -6.4% | +10.5% | +5.8% |
| 3M | -3.5% | -3.2% | -0.3% | -3.1% |
| 6M | -2.2% | +3.1% | -5.3% | -3.7% |
| YTD | -29.0% | +6.3% | -35.3% | -30.6% |
| 1Y | -25.9% | +5.2% | -31.1% | -27.2% |
| All | -25.9% | +4.9% | -30.8% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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