+1,342.8%
ORCL vs VGT
+2,283.9%
-941.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +2.8% |
| 7D | +5.3% | +1.0% | +4.3% | +4.4% |
| 30D | +10.0% | +1.3% | +8.7% | +8.9% |
| 3M | -32.6% | -1.1% | -31.4% | -31.7% |
| 6M | +4.9% | +32.6% | -27.7% | -17.4% |
| YTD | -17.8% | +29.0% | -46.7% | -33.4% |
| 1Y | -28.0% | +39.7% | -67.7% | -45.3% |
| 3Y | +36.0% | +120.9% | -84.9% | -29.5% |
| 5Y | +88.7% | +133.6% | -44.8% | -9.7% |
| 10Y | +346.9% | +792.6% | -445.7% | -43.9% |
| All | +1,342.8% | +2,283.9% | -941.1% | -30.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling