-36.0%
ORCL vs VG
-51.4%
+15.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.0% | -2.9% | -6.4% |
| 7D | -17.5% | -22.0% | +4.5% | -14.7% |
| 30D | -20.2% | -14.7% | -5.4% | -18.4% |
| 3M | -19.9% | -7.1% | -12.9% | -19.4% |
| 6M | -37.4% | -11.2% | -26.3% | -37.5% |
| YTD | -40.1% | +69.8% | -110.0% | -49.4% |
| 1Y | -53.4% | +49.9% | -103.2% | -59.8% |
| All | -36.0% | -51.4% | +15.4% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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