+71.6%
VZ vs ADBE
+129.3%
-57.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +0.9% | -4.4% | +5.3% | +1.3% |
| 30D | +8.9% | -0.2% | +9.2% | +8.9% |
| 3M | +0.1% | -9.9% | +10.0% | +0.7% |
| 6M | +1.9% | -3.5% | +5.4% | +1.8% |
| YTD | +22.0% | -32.1% | +54.1% | +24.8% |
| 1Y | +22.1% | -28.7% | +50.8% | +24.4% |
| 3Y | +58.7% | -60.2% | +118.9% | +67.5% |
| 5Y | +22.3% | -63.1% | +85.4% | +27.9% |
| 10Y | +71.6% | +129.2% | -57.5% | +48.9% |
| All | +71.6% | +129.3% | -57.7% | +48.9% |
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 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