+246.0%
ORCL vs VEU
+144.2%
+101.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -0.9% |
| 7D | -6.5% | +0.5% | -7.0% | -6.9% |
| 30D | -16.6% | -2.3% | -14.3% | -14.5% |
| 3M | -21.6% | -4.4% | -17.2% | -17.7% |
| 6M | -39.4% | -2.2% | -37.2% | -37.4% |
| YTD | -38.7% | +10.9% | -49.6% | -43.6% |
| 1Y | -50.4% | +13.4% | -63.7% | -55.2% |
| 3Y | +8.1% | +69.7% | -61.6% | -31.2% |
| 5Y | +34.5% | +50.0% | -15.4% | -5.1% |
| 10Y | +246.0% | +145.8% | +100.3% | +61.1% |
| All | +246.0% | +144.2% | +101.9% | +61.1% |
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