+277.8%
ORCL vs VTI
+295.3%
-17.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.3% | +7.5% | +7.5% |
| 7D | +3.8% | -0.7% | +4.5% | +4.8% |
| 30D | -6.6% | -1.9% | -4.6% | -4.1% |
| 3M | -11.4% | -1.4% | -10.0% | -9.3% |
| 6M | -33.3% | +3.5% | -36.8% | -34.5% |
| YTD | -33.3% | +12.6% | -45.8% | -39.5% |
| 1Y | -44.9% | +12.7% | -57.7% | -50.0% |
| 3Y | +17.6% | +78.8% | -61.2% | -29.4% |
| 5Y | +46.1% | +67.2% | -21.1% | -6.9% |
| 10Y | +277.8% | +293.9% | -16.1% | +3.3% |
| All | +277.8% | +295.3% | -17.6% | +3.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling