+46.1%
ORCL vs VO
+38.8%
+7.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.3% | +7.6% | +7.5% |
| 7D | +3.8% | +0.2% | +3.5% | +3.8% |
| 30D | -6.6% | +2.0% | -8.6% | -8.1% |
| 3M | -11.4% | -0.3% | -11.1% | -10.6% |
| 6M | -33.3% | +7.3% | -40.6% | -37.1% |
| YTD | -33.3% | +15.0% | -48.2% | -41.0% |
| 1Y | -44.9% | +14.7% | -59.6% | -51.2% |
| 3Y | +17.6% | +67.3% | -49.7% | -23.4% |
| 5Y | +46.1% | +38.8% | +7.2% | +9.9% |
| All | +46.1% | +38.8% | +7.3% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling