+644.6%
VRT vs ADBE
-54.8%
+699.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.5% | +7.1% | +3.9% |
| 7D | +13.6% | -10.1% | +23.7% | +14.4% |
| 30D | +6.8% | -3.0% | +9.8% | +6.8% |
| 3M | -3.2% | +5.0% | -8.2% | -3.7% |
| 6M | +20.3% | -9.3% | +29.6% | +23.9% |
| YTD | +79.6% | -26.5% | +106.1% | +99.0% |
| 1Y | +139.0% | -28.3% | +167.3% | +165.4% |
| 3Y | +644.6% | -54.1% | +698.7% | +872.8% |
| All | +644.6% | -54.8% | +699.4% | +872.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 3y: compounded portfolio wealth divided by compounded ADBE 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…
3y analysis · Full analysis span regression · 6 months rolling