-49.5%
ORCL vs VNQ
+14.0%
-63.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.2% | -5.1% | -0.9% |
| 7D | -14.4% | +6.8% | -21.2% | -12.5% |
| 30D | -12.8% | +10.0% | -22.8% | -10.4% |
| 3M | -14.8% | 0.0% | -14.7% | -15.5% |
| 6M | -30.9% | +4.5% | -35.4% | -30.6% |
| YTD | -35.7% | +13.9% | -49.6% | -35.8% |
| 1Y | -49.5% | +14.1% | -63.5% | -49.6% |
| All | -49.5% | +14.0% | -63.5% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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