-63.2%
ADBE vs VUG
+62.0%
-125.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.8% |
| 7D | +1.6% | +2.5% | -0.9% | -0.9% |
| 30D | +1.0% | -6.3% | +7.3% | +6.5% |
| 3M | -10.1% | -6.0% | -4.1% | -5.6% |
| 6M | +3.0% | -3.5% | +6.5% | +4.4% |
| YTD | -30.5% | +3.9% | -34.5% | -35.0% |
| 1Y | -27.1% | +5.1% | -32.2% | -32.7% |
| 3Y | -58.8% | +77.9% | -136.7% | -79.8% |
| All | -63.2% | +62.0% | -125.2% | -77.6% |
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