-31.1%
ORCL vs VEU
+26.1%
-57.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.8% |
| 7D | +15.0% | +1.7% | +13.3% | +12.9% |
| 30D | +10.5% | +1.0% | +9.6% | +9.5% |
| 3M | -23.0% | +5.6% | -28.6% | -26.9% |
| 6M | +7.0% | +13.7% | -6.7% | -5.0% |
| YTD | -15.8% | +17.7% | -33.5% | -30.3% |
| 1Y | -31.1% | +25.8% | -56.8% | -47.3% |
| All | -31.1% | +26.1% | -57.1% | -47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling