-28.0%
ORCL vs VO
+15.8%
-43.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.4% |
| 7D | +5.3% | -0.3% | +5.5% | +5.7% |
| 30D | +10.0% | -0.3% | +10.3% | +10.7% |
| 3M | -32.6% | +2.9% | -35.5% | -34.3% |
| 6M | +4.9% | +9.3% | -4.4% | -4.8% |
| YTD | -17.8% | +14.2% | -31.9% | -27.2% |
| 1Y | -28.0% | +15.3% | -43.2% | -33.3% |
| All | -28.0% | +15.8% | -43.8% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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