+1,024.4%
VRT vs ADBE
-61.0%
+1,085.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.5% | +7.1% | +4.9% |
| 7D | +13.6% | -10.1% | +23.7% | +17.7% |
| 30D | +6.8% | -3.0% | +9.8% | +7.0% |
| 3M | -3.2% | +5.0% | -8.2% | -8.0% |
| 6M | +20.3% | -9.3% | +29.6% | +20.4% |
| YTD | +79.6% | -26.5% | +106.1% | +98.8% |
| 1Y | +139.0% | -28.3% | +167.3% | +164.9% |
| 3Y | +644.6% | -54.1% | +698.7% | +932.9% |
| 5Y | +1,024.4% | -61.2% | +1,085.6% | +1,375.0% |
| All | +1,024.4% | -61.0% | +1,085.4% | +1,375.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling