+4.9%
ORCL vs VGT
+33.6%
-28.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +2.7% |
| 7D | +5.3% | +1.0% | +4.3% | +4.1% |
| 30D | +10.0% | +1.3% | +8.7% | +8.3% |
| 3M | -32.6% | -1.1% | -31.4% | -30.3% |
| 6M | +4.9% | +32.6% | -27.7% | -25.6% |
| All | +4.9% | +33.6% | -28.6% | -25.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling