+368.8%
ORCL vs VTI
+295.1%
+73.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | +10.9% | -0.4% | +11.2% | +11.3% |
| 30D | +7.0% | -1.6% | +8.6% | +9.0% |
| 3M | -21.2% | +3.6% | -24.8% | -23.6% |
| 6M | +7.4% | +13.0% | -5.6% | -3.9% |
| YTD | -16.3% | +12.7% | -29.0% | -24.7% |
| 1Y | -32.3% | +18.4% | -50.7% | -41.9% |
| 3Y | +32.6% | +76.4% | -43.9% | -19.9% |
| 5Y | +93.1% | +73.7% | +19.4% | +17.9% |
| 10Y | +368.8% | +302.5% | +66.3% | +27.4% |
| All | +368.8% | +295.1% | +73.7% | +27.4% |
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