+10.6%
ORCL vs VTI
+77.9%
-67.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.5% | +0.7% | -0.8% |
| 7D | +0.5% | +0.2% | +0.2% | +0.1% |
| 30D | -15.3% | -2.9% | -12.4% | -10.8% |
| 3M | -18.2% | -2.6% | -15.6% | -13.9% |
| 6M | -38.4% | +2.8% | -41.2% | -39.6% |
| YTD | -37.7% | +11.6% | -49.3% | -45.4% |
| 1Y | -49.3% | +13.6% | -62.9% | -56.6% |
| 3Y | +10.6% | +79.9% | -69.2% | -43.9% |
| All | +10.6% | +77.9% | -67.3% | -43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling