+1,286.3%
ORCL vs VNQ
+399.1%
+887.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +8.0% | +0.8% | +7.2% | +7.6% |
| 30D | -4.0% | +6.8% | -10.8% | -7.0% |
| 3M | -19.5% | -1.3% | -18.2% | -19.1% |
| 6M | -33.5% | +2.4% | -35.8% | -34.6% |
| YTD | -34.8% | +12.1% | -46.9% | -38.7% |
| 1Y | -41.6% | +12.0% | -53.6% | -45.2% |
| 3Y | +13.8% | +44.8% | -31.0% | -5.8% |
| 5Y | +43.4% | +6.9% | +36.5% | +35.9% |
| 10Y | +268.8% | +82.9% | +185.9% | +168.6% |
| All | +1,286.3% | +399.1% | +887.2% | +476.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling