-39.7%
ORCL vs VO
+2.3%
-42.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +1.1% |
| 7D | -11.2% | -2.6% | -8.6% | -6.0% |
| 30D | -18.8% | -0.9% | -17.9% | -16.9% |
| 3M | -18.8% | -3.0% | -15.8% | -12.6% |
| 6M | -39.7% | +2.2% | -41.9% | -38.8% |
| All | -39.7% | +2.3% | -42.0% | -38.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling