+275.4%
ORCL vs VOO
+311.2%
-35.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.6% |
| 7D | +10.4% | +3.3% | +7.1% | +6.7% |
| 30D | -11.2% | -2.7% | -8.6% | -8.1% |
| 3M | -16.8% | -1.7% | -15.0% | -14.4% |
| 6M | -31.5% | +3.1% | -34.6% | -32.5% |
| YTD | -33.9% | +11.9% | -45.9% | -39.9% |
| 1Y | -43.3% | +12.1% | -55.3% | -48.4% |
| 3Y | +16.5% | +78.6% | -62.1% | -31.1% |
| 5Y | +45.4% | +73.8% | -28.4% | -11.7% |
| All | +275.4% | +311.2% | -35.7% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling