-49.5%
ORCL vs VTI
+14.8%
-64.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.5% | -5.4% |
| 7D | -14.4% | -0.6% | -13.8% | -13.1% |
| 30D | -12.8% | -1.0% | -11.9% | -10.4% |
| 3M | -14.8% | -0.8% | -14.0% | -12.4% |
| 6M | -30.9% | +7.1% | -37.9% | -37.4% |
| YTD | -35.7% | +13.4% | -49.1% | -46.7% |
| 1Y | -49.5% | +14.9% | -64.4% | -58.9% |
| All | -49.5% | +14.8% | -64.2% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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