+53.6%
ORCL vs VLTO
+27.2%
+26.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.7% | +3.4% |
| 7D | +5.3% | -2.3% | +7.5% | +5.8% |
| 30D | +10.0% | -0.9% | +10.8% | +10.1% |
| 3M | -32.6% | +13.8% | -46.4% | -35.4% |
| 6M | +4.9% | +2.0% | +2.9% | +4.3% |
| YTD | -17.8% | -3.2% | -14.6% | -16.9% |
| 1Y | -28.0% | -9.2% | -18.8% | -25.9% |
| All | +53.6% | +27.2% | +26.4% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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