+368.8%
ORCL vs VEA
+160.2%
+208.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.2% |
| 7D | +10.9% | +0.3% | +10.6% | +10.6% |
| 30D | +7.0% | +0.4% | +6.6% | +6.8% |
| 3M | -21.2% | +4.8% | -26.0% | -24.3% |
| 6M | +7.4% | +11.3% | -3.9% | -2.0% |
| YTD | -16.3% | +17.4% | -33.7% | -27.3% |
| 1Y | -32.3% | +26.2% | -58.5% | -44.9% |
| 3Y | +32.6% | +77.7% | -45.2% | -19.6% |
| 5Y | +93.1% | +60.9% | +32.2% | +27.0% |
| 10Y | +368.8% | +163.6% | +205.2% | +98.8% |
| All | +368.8% | +160.2% | +208.6% | +98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling