+275.4%
ORCL vs VEU
+150.0%
+125.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.2% |
| 7D | +10.4% | +2.4% | +8.0% | +8.1% |
| 30D | -11.2% | -2.0% | -9.2% | -9.2% |
| 3M | -16.8% | -5.1% | -11.6% | -12.0% |
| 6M | -31.5% | -0.7% | -30.8% | -30.1% |
| YTD | -33.9% | +11.0% | -44.9% | -39.3% |
| 1Y | -43.3% | +12.4% | -55.6% | -48.4% |
| 3Y | +16.5% | +69.8% | -53.3% | -25.9% |
| 5Y | +45.4% | +48.2% | -2.8% | +3.7% |
| All | +275.4% | +150.0% | +125.4% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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