+8.1%
ORCL vs VO
+66.9%
-58.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -6.5% | -0.2% | -6.3% | -6.2% |
| 30D | -16.6% | +0.5% | -17.0% | -16.8% |
| 3M | -21.6% | -1.1% | -20.5% | -20.0% |
| 6M | -39.4% | +6.4% | -45.7% | -43.2% |
| YTD | -38.7% | +13.5% | -52.2% | -46.9% |
| 1Y | -50.4% | +13.6% | -63.9% | -57.0% |
| 3Y | +8.1% | +65.2% | -57.1% | -32.6% |
| All | +8.1% | +66.9% | -58.8% | -32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling