-32.3%
ORCL vs VGT
+37.6%
-69.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | +10.9% | +1.5% | +9.4% | +8.8% |
| 30D | +7.0% | +0.5% | +6.5% | +6.4% |
| 3M | -21.2% | +5.3% | -26.4% | -26.9% |
| 6M | +7.4% | +32.4% | -25.0% | -27.7% |
| YTD | -16.3% | +28.6% | -44.9% | -41.0% |
| 1Y | -32.3% | +37.6% | -70.0% | -67.1% |
| All | -32.3% | +37.6% | -69.9% | -67.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling