+2,723.0%
VRT vs ADBE
+8.5%
+2,714.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -6.7% | +11.1% | +6.7% |
| 7D | +9.1% | -8.6% | +17.7% | +12.3% |
| 30D | +0.9% | +2.8% | -1.8% | -0.8% |
| 3M | -13.4% | +3.1% | -16.5% | -16.5% |
| 6M | +11.7% | -2.4% | +14.1% | +8.0% |
| YTD | +73.2% | -23.9% | +97.1% | +85.0% |
| 1Y | +123.4% | -22.6% | +146.0% | +134.1% |
| 3Y | +606.2% | -52.7% | +658.8% | +808.8% |
| 5Y | +899.9% | -60.0% | +959.9% | +1,178.0% |
| All | +2,723.0% | +8.5% | +2,714.6% | +2,723.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling