+65.5%
VZ vs ADBE
+124.8%
-59.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.9% |
| 7D | +2.2% | -5.6% | +7.9% | +2.7% |
| 30D | +10.6% | -2.0% | +12.6% | +10.7% |
| 3M | -0.6% | -10.5% | +9.9% | +0.1% |
| 6M | +0.7% | -6.2% | +7.0% | +0.9% |
| YTD | +20.6% | -32.2% | +52.8% | +23.4% |
| 1Y | +22.7% | -27.4% | +50.1% | +24.9% |
| 3Y | +57.2% | -58.9% | +116.2% | +65.5% |
| 5Y | +21.4% | -64.5% | +85.9% | +27.7% |
| 10Y | +65.5% | +120.0% | -54.5% | +39.5% |
| All | +65.5% | +124.8% | -59.3% | +39.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling