+13.8%
ORCL vs VIG
+67.2%
-53.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +8.0% | +3.5% | +4.5% | +2.5% |
| 30D | -4.0% | +4.9% | -8.9% | -10.9% |
| 3M | -19.5% | +2.5% | -22.0% | -22.4% |
| 6M | -33.5% | +11.0% | -44.5% | -43.2% |
| YTD | -34.8% | +16.0% | -50.8% | -48.0% |
| 1Y | -41.6% | +17.5% | -59.2% | -54.4% |
| 3Y | +13.8% | +67.0% | -53.2% | -42.7% |
| All | +13.8% | +67.2% | -53.4% | -42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling