-49.5%
ORCL vs VEA
+20.4%
-69.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -4.4% |
| 7D | -14.4% | +0.7% | -15.1% | -15.1% |
| 30D | -12.8% | -0.4% | -12.4% | -12.3% |
| 3M | -14.8% | -1.7% | -13.1% | -12.7% |
| 6M | -30.9% | +5.1% | -36.0% | -32.3% |
| YTD | -35.7% | +14.4% | -50.1% | -43.9% |
| 1Y | -49.5% | +20.5% | -70.0% | -57.8% |
| All | -49.5% | +20.4% | -69.9% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 1y: compounded portfolio wealth divided by compounded VEA 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…
1y analysis · Full analysis span regression · 6 months rolling