+94.3%
ORCL vs VTI
+73.8%
+20.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +2.9% | +3.0% |
| 7D | +15.0% | +0.6% | +14.4% | +14.2% |
| 30D | +10.5% | -1.1% | +11.6% | +12.2% |
| 3M | -23.0% | +3.9% | -26.9% | -25.9% |
| 6M | +7.0% | +14.6% | -7.6% | -7.1% |
| YTD | -15.8% | +13.3% | -29.1% | -25.8% |
| 1Y | -31.1% | +19.2% | -50.2% | -42.3% |
| 3Y | +33.3% | +77.4% | -44.1% | -22.3% |
| 5Y | +94.3% | +74.0% | +20.3% | +17.5% |
| All | +94.3% | +73.8% | +20.5% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling