-29.2%
ADBE vs VUG
+3.0%
-32.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -3.2% | +4.4% | -7.6% | -4.0% |
| 30D | +1.0% | -7.3% | +8.3% | +2.8% |
| 3M | -7.8% | -4.2% | -3.6% | -7.2% |
| 6M | -1.0% | -1.6% | +0.6% | -0.4% |
| YTD | -31.8% | +4.9% | -36.7% | -33.2% |
| 1Y | -29.2% | +3.8% | -33.0% | -30.3% |
| All | -29.2% | +3.0% | -32.3% | -30.3% |
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