+35.5%
ORCL vs V
+99.6%
-64.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.2% |
| 7D | +0.5% | -0.8% | +1.3% | +0.7% |
| 30D | -15.3% | +9.5% | -24.8% | -18.0% |
| 3M | -18.2% | +16.7% | -34.9% | -22.6% |
| 6M | -38.4% | +32.9% | -71.4% | -44.9% |
| YTD | -37.7% | +21.1% | -58.8% | -42.3% |
| 1Y | -49.3% | +26.6% | -75.9% | -54.1% |
| 3Y | +10.6% | +78.4% | -67.7% | -18.2% |
| 5Y | +35.5% | +105.5% | -70.0% | -8.4% |
| All | +35.5% | +99.6% | -64.1% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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