+94.3%
ORCL vs VEA
+61.6%
+32.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.8% |
| 7D | +15.0% | +1.9% | +13.1% | +13.1% |
| 30D | +10.5% | +0.8% | +9.8% | +9.9% |
| 3M | -23.0% | +5.7% | -28.7% | -26.7% |
| 6M | +7.0% | +13.3% | -6.3% | -4.2% |
| YTD | -15.8% | +18.4% | -34.2% | -27.8% |
| 1Y | -31.1% | +27.0% | -58.0% | -44.6% |
| 3Y | +33.3% | +79.3% | -46.0% | -20.2% |
| 5Y | +94.3% | +62.1% | +32.2% | +25.4% |
| All | +94.3% | +61.6% | +32.8% | +25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling