-53.4%
ORCL vs VT
+10.7%
-64.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.1% | -2.9% | +0.8% |
| 7D | -17.5% | -4.2% | -13.3% | -10.4% |
| 30D | -20.2% | -5.8% | -14.4% | -10.1% |
| 3M | -19.9% | -5.2% | -14.7% | -10.4% |
| 6M | -37.4% | +0.1% | -37.6% | -34.7% |
| YTD | -40.1% | +8.2% | -48.4% | -44.6% |
| 1Y | -53.4% | +10.1% | -63.5% | -58.0% |
| All | -53.4% | +10.7% | -64.1% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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