+992.6%
ORCL vs VGT
+2,103.8%
-1,111.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.2% | 0.0% | +0.3% |
| 7D | +0.5% | -1.6% | +2.1% | +2.0% |
| 30D | -15.3% | -12.5% | -2.8% | -3.9% |
| 3M | -18.2% | -7.7% | -10.5% | -11.3% |
| 6M | -38.4% | -0.2% | -38.3% | -37.4% |
| YTD | -37.7% | +19.3% | -57.0% | -45.5% |
| 1Y | -49.3% | +18.2% | -67.4% | -55.1% |
| 3Y | +10.6% | +109.6% | -99.0% | -39.5% |
| 5Y | +35.5% | +105.5% | -70.0% | -26.6% |
| 10Y | +251.6% | +716.4% | -464.8% | -51.8% |
| All | +992.6% | +2,103.8% | -1,111.3% | -42.7% |
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