+33,471.1%
ORCL vs VMC
+3,246.6%
+30,224.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.8% |
| 7D | +5.3% | -4.3% | +9.6% | +6.9% |
| 30D | +10.0% | -8.2% | +18.2% | +13.1% |
| 3M | -32.6% | -7.0% | -25.5% | -31.3% |
| 6M | +4.9% | -10.8% | +15.7% | +7.9% |
| YTD | -17.8% | -7.4% | -10.4% | -16.6% |
| 1Y | -28.0% | -9.5% | -18.5% | -26.5% |
| 3Y | +36.0% | +20.5% | +15.5% | +25.2% |
| 5Y | +88.7% | +51.6% | +37.2% | +59.2% |
| 10Y | +346.9% | +150.0% | +196.9% | +192.8% |
| All | +33,471.1% | +3,246.6% | +30,224.5% | +7,225.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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