+632.2%
VRT vs ADBE
-64.3%
+696.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.9% | -3.0% |
| 7D | -17.7% | -3.8% | -13.9% | -16.7% |
| 30D | -20.0% | -2.3% | -17.7% | -20.0% |
| 3M | -28.1% | -13.3% | -14.8% | -25.8% |
| 6M | -42.8% | -6.5% | -36.4% | -44.3% |
| YTD | +20.0% | -32.4% | +52.3% | +35.3% |
| 1Y | +3.5% | -28.0% | +31.5% | +11.9% |
| 3Y | +366.1% | -60.4% | +426.5% | +591.3% |
| 5Y | +632.2% | -63.4% | +695.6% | +900.9% |
| All | +632.2% | -64.3% | +696.5% | +900.9% |
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