+13.8%
ORCL vs VEU
+70.2%
-56.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.3% |
| 7D | +8.0% | +2.1% | +5.9% | +5.4% |
| 30D | -4.0% | -0.9% | -3.1% | -2.6% |
| 3M | -19.5% | -5.4% | -14.1% | -13.3% |
| 6M | -33.5% | -1.8% | -31.7% | -30.9% |
| YTD | -34.8% | +10.9% | -45.8% | -41.4% |
| 1Y | -41.6% | +13.6% | -55.2% | -48.9% |
| 3Y | +13.8% | +69.3% | -55.5% | -35.7% |
| All | +13.8% | +70.2% | -56.4% | -35.7% |
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