-51.7%
ORCL vs VSH
+58.3%
-110.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.7% | -4.9% | -0.9% |
| 7D | -11.2% | -12.9% | +1.8% | -7.4% |
| 30D | -18.8% | -36.9% | +18.0% | -7.7% |
| 3M | -18.8% | -28.8% | +10.0% | -11.2% |
| 6M | -39.7% | -30.3% | -9.4% | -34.0% |
| YTD | -39.6% | +62.4% | -102.0% | -44.7% |
| 1Y | -51.7% | +62.5% | -114.3% | -55.6% |
| All | -51.7% | +58.3% | -110.0% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling