+277.8%
ORCL vs VGT
+741.7%
-464.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.9% | +5.9% | +6.4% |
| 7D | +3.8% | -1.6% | +5.3% | +5.3% |
| 30D | -6.6% | -10.1% | +3.6% | +2.7% |
| 3M | -11.4% | -5.3% | -6.2% | -6.4% |
| 6M | -33.3% | +0.2% | -33.5% | -32.2% |
| YTD | -33.3% | +21.1% | -54.4% | -41.3% |
| 1Y | -44.9% | +18.2% | -63.1% | -50.4% |
| 3Y | +17.6% | +107.4% | -89.8% | -28.5% |
| 5Y | +46.1% | +111.5% | -65.5% | -13.5% |
| 10Y | +277.8% | +735.5% | -457.8% | -24.9% |
| All | +277.8% | +741.7% | -464.0% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 10y: compounded portfolio wealth divided by compounded VGT 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…
10y analysis · Full analysis span regression · 6 months rolling