+42.7%
ORCL vs VSH
+38.9%
+3.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | 0.0% |
| 7D | +8.0% | +14.3% | -6.4% | +3.3% |
| 30D | -4.0% | -7.9% | +3.9% | -2.0% |
| 3M | -19.5% | -19.9% | +0.4% | -14.7% |
| 6M | -33.5% | -30.5% | -2.9% | -28.4% |
| YTD | -34.8% | +85.7% | -120.5% | -49.3% |
| 1Y | -41.6% | +98.9% | -140.6% | -55.6% |
| 3Y | +13.8% | +32.1% | -18.3% | -6.6% |
| All | +42.7% | +38.9% | +3.7% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling