+4.9%
ORCL vs VTI
+13.4%
-8.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.8% |
| 7D | +5.3% | +0.1% | +5.2% | +5.2% |
| 30D | +10.0% | 0.0% | +9.9% | +10.3% |
| 3M | -32.6% | +2.0% | -34.6% | -34.1% |
| 6M | +4.9% | +13.0% | -8.0% | -11.2% |
| All | +4.9% | +13.4% | -8.5% | -11.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling