+363.4%
ORCL vs VEU
+149.3%
+214.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.7% |
| 7D | +15.0% | +1.7% | +13.3% | +13.3% |
| 30D | +10.5% | +1.0% | +9.6% | +9.7% |
| 3M | -23.0% | +5.6% | -28.6% | -26.5% |
| 6M | +7.0% | +13.7% | -6.7% | -4.3% |
| YTD | -15.8% | +17.7% | -33.5% | -27.2% |
| 1Y | -31.1% | +25.8% | -56.8% | -43.8% |
| 3Y | +33.3% | +77.1% | -43.8% | -18.9% |
| 5Y | +94.3% | +57.1% | +37.2% | +30.4% |
| 10Y | +363.4% | +149.8% | +213.6% | +106.2% |
| All | +363.4% | +149.3% | +214.1% | +106.2% |
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