-61.4%
ADBE vs VYM
+76.3%
-137.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.8% | -1.8% |
| 7D | -12.9% | -1.9% | -11.1% | -11.2% |
| 30D | -5.6% | -2.6% | -3.0% | -3.0% |
| 3M | +6.6% | +3.6% | +3.0% | +2.7% |
| 6M | -9.6% | +8.7% | -18.2% | -17.6% |
| YTD | -28.9% | +14.1% | -43.0% | -38.9% |
| 1Y | -28.9% | +17.8% | -46.8% | -41.2% |
| 3Y | -55.6% | +64.5% | -120.1% | -75.7% |
| All | -61.4% | +76.3% | -137.8% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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