+32.7%
ORCL vs VIG
+56.4%
-23.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.5% | +3.8% |
| 7D | +5.3% | -0.4% | +5.7% | +6.0% |
| 30D | +10.0% | -1.0% | +10.9% | +11.8% |
| 3M | -32.6% | +2.8% | -35.3% | -35.2% |
| 6M | +4.9% | +8.2% | -3.3% | -6.8% |
| YTD | -17.8% | +11.0% | -28.8% | -29.7% |
| 1Y | -28.0% | +16.1% | -44.1% | -42.6% |
| All | +32.7% | +56.4% | -23.7% | -27.2% |
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