+779.3%
ORCL vs VEU
+168.5%
+610.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -11.2% | -1.6% | -9.5% | -9.9% |
| 30D | -18.8% | -4.3% | -14.5% | -15.5% |
| 3M | -18.8% | -5.8% | -12.9% | -14.2% |
| 6M | -39.7% | -4.4% | -35.4% | -36.8% |
| YTD | -39.6% | +8.7% | -48.3% | -43.0% |
| 1Y | -51.7% | +12.6% | -64.4% | -55.7% |
| 3Y | +10.2% | +65.2% | -55.0% | -24.9% |
| 5Y | +30.8% | +45.5% | -14.7% | -1.8% |
| 10Y | +252.1% | +142.7% | +109.3% | +75.5% |
| All | +779.3% | +168.5% | +610.8% | +291.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling