+32.1%
ORCL vs VTEB
+9.0%
+23.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.3% |
| 7D | +10.9% | -0.7% | +11.6% | +12.1% |
| 30D | +7.0% | -2.1% | +9.1% | +10.7% |
| 3M | -21.2% | -2.7% | -18.5% | -17.7% |
| 6M | +7.4% | -2.1% | +9.5% | +11.2% |
| YTD | -16.3% | -1.1% | -15.2% | -14.4% |
| 1Y | -32.3% | +1.3% | -33.6% | -32.7% |
| All | +32.1% | +9.0% | +23.2% | +19.4% |
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