-43.3%
ORCL vs VEU
+12.6%
-55.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.1% |
| 7D | +10.4% | +2.4% | +8.0% | +7.2% |
| 30D | -11.2% | -2.0% | -9.2% | -8.5% |
| 3M | -16.8% | -5.1% | -11.6% | -10.6% |
| 6M | -31.5% | -0.7% | -30.8% | -28.9% |
| YTD | -33.9% | +11.0% | -44.9% | -41.6% |
| 1Y | -43.3% | +12.4% | -55.6% | -50.9% |
| All | -43.3% | +12.6% | -55.9% | -50.9% |
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