-43.3%
ORCL vs VIG
+16.6%
-59.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +10.4% | +3.1% | +7.3% | +5.7% |
| 30D | -11.2% | +5.0% | -16.3% | -17.5% |
| 3M | -16.8% | +2.7% | -19.4% | -19.9% |
| 6M | -31.5% | +11.0% | -42.4% | -40.5% |
| YTD | -33.9% | +16.0% | -49.9% | -46.0% |
| 1Y | -43.3% | +16.3% | -59.5% | -53.5% |
| All | -43.3% | +16.6% | -59.9% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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