-50.4%
ORCL vs VST
-32.3%
-18.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -0.8% |
| 7D | -6.5% | -6.0% | -0.5% | -5.0% |
| 30D | -16.6% | -18.8% | +2.2% | -10.9% |
| 3M | -21.6% | -8.0% | -13.6% | -19.5% |
| 6M | -39.4% | -10.9% | -28.4% | -37.6% |
| YTD | -38.7% | -18.3% | -20.3% | -37.2% |
| 1Y | -50.4% | -29.9% | -20.4% | -44.2% |
| All | -50.4% | -32.3% | -18.1% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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