+1,293.5%
ADBE vs VUG
+1,251.8%
+41.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.2% |
| 7D | -8.6% | -0.1% | -8.5% | -8.4% |
| 30D | +2.8% | -0.3% | +3.1% | +3.3% |
| 3M | +3.1% | -0.7% | +3.8% | +2.7% |
| 6M | -2.4% | +14.6% | -17.0% | -18.3% |
| YTD | -23.9% | +9.0% | -32.9% | -32.4% |
| 1Y | -22.6% | +14.9% | -37.5% | -35.9% |
| 3Y | -52.7% | +86.0% | -138.7% | -78.6% |
| 5Y | -60.0% | +76.7% | -136.7% | -80.3% |
| 10Y | +157.3% | +411.3% | -254.0% | -63.5% |
| All | +1,293.5% | +1,251.8% | +41.7% | -38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling