+1,171.0%
ADBE vs VUG
+1,188.6%
-17.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.9% |
| 7D | +1.6% | +2.5% | -0.9% | -1.4% |
| 30D | +1.0% | -6.3% | +7.3% | +7.6% |
| 3M | -10.1% | -6.0% | -4.1% | -4.8% |
| 6M | +3.0% | -3.5% | +6.5% | +4.5% |
| YTD | -30.5% | +3.9% | -34.5% | -35.8% |
| 1Y | -27.1% | +5.1% | -32.2% | -33.8% |
| 3Y | -58.8% | +77.9% | -136.7% | -80.7% |
| 5Y | -63.0% | +62.4% | -125.4% | -80.2% |
| 10Y | +134.5% | +399.4% | -265.0% | -66.4% |
| All | +1,171.0% | +1,188.6% | -17.6% | -41.5% |
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