+29.8%
ORCL vs V
+107.1%
-77.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.2% | -3.7% | -5.9% |
| 7D | -17.5% | +2.9% | -20.4% | -18.3% |
| 30D | -20.2% | +14.0% | -34.2% | -23.7% |
| 3M | -19.9% | +14.9% | -34.8% | -23.8% |
| 6M | -37.4% | +31.7% | -69.2% | -43.8% |
| YTD | -40.1% | +21.2% | -61.3% | -44.6% |
| 1Y | -53.4% | +25.3% | -78.6% | -57.6% |
| 3Y | +10.4% | +77.5% | -67.1% | -18.0% |
| 5Y | +29.8% | +102.6% | -72.8% | -12.0% |
| All | +29.8% | +107.1% | -77.3% | -12.0% |
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