+495.1%
ORCL vs VOO
+777.9%
-282.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.5% |
| 7D | -11.2% | -2.7% | -8.4% | -8.3% |
| 30D | -18.8% | -5.4% | -13.5% | -13.4% |
| 3M | -18.8% | -4.1% | -14.7% | -14.3% |
| 6M | -39.7% | +0.7% | -40.5% | -39.2% |
| YTD | -39.6% | +8.7% | -48.4% | -43.6% |
| 1Y | -51.7% | +11.0% | -62.7% | -55.8% |
| 3Y | +10.2% | +75.5% | -65.2% | -35.3% |
| 5Y | +30.8% | +68.4% | -37.5% | -20.1% |
| 10Y | +252.1% | +315.7% | -63.6% | -19.9% |
| All | +495.1% | +777.9% | -282.7% | -36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling