+13.8%
ORCL vs VTEB
+10.6%
+3.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -0.9% |
| 7D | +8.0% | -1.2% | +9.2% | +10.2% |
| 30D | -4.0% | +2.5% | -6.4% | -8.1% |
| 3M | -19.5% | -1.7% | -17.8% | -17.1% |
| 6M | -33.5% | -1.2% | -32.2% | -31.8% |
| YTD | -34.8% | -0.5% | -34.3% | -33.9% |
| 1Y | -41.6% | -0.1% | -41.5% | -41.1% |
| 3Y | +13.8% | +10.5% | +3.3% | -3.2% |
| All | +13.8% | +10.6% | +3.2% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling