+10.2%
ORCL vs VEU
+64.7%
-54.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.6% |
| 7D | -11.2% | -1.6% | -9.5% | -9.4% |
| 30D | -18.8% | -4.3% | -14.5% | -14.0% |
| 3M | -18.8% | -5.8% | -12.9% | -12.0% |
| 6M | -39.7% | -4.4% | -35.4% | -35.4% |
| YTD | -39.6% | +8.7% | -48.3% | -44.4% |
| 1Y | -51.7% | +12.6% | -64.4% | -57.4% |
| 3Y | +10.2% | +65.2% | -55.0% | -33.9% |
| All | +10.2% | +64.7% | -54.5% | -33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling