-61.5%
ADBE vs VUG
+75.3%
-136.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | -8.9% | +0.1% | -9.0% | -8.9% |
| 30D | -6.6% | -1.7% | -4.9% | -4.9% |
| 3M | +7.1% | +2.8% | +4.3% | +3.3% |
| 6M | -9.8% | +13.6% | -23.4% | -21.8% |
| YTD | -27.2% | +8.1% | -35.3% | -33.6% |
| 1Y | -28.0% | +13.1% | -41.1% | -37.8% |
| 3Y | -54.5% | +87.0% | -141.5% | -78.5% |
| 5Y | -61.5% | +76.0% | -137.4% | -78.9% |
| All | -61.5% | +75.3% | -136.8% | -78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling