+1,233.2%
ORCL vs VTI
+964.9%
+268.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.4% |
| 7D | +5.3% | +0.1% | +5.2% | +5.2% |
| 30D | +10.0% | 0.0% | +9.9% | +10.2% |
| 3M | -32.6% | +2.0% | -34.6% | -33.5% |
| 6M | +4.9% | +13.0% | -8.0% | -6.9% |
| YTD | -17.8% | +13.9% | -31.7% | -27.5% |
| 1Y | -28.0% | +20.0% | -48.0% | -39.9% |
| 3Y | +36.0% | +75.8% | -39.8% | -22.9% |
| 5Y | +88.7% | +73.8% | +14.9% | +7.1% |
| 10Y | +346.9% | +297.5% | +49.4% | -1.2% |
| All | +1,233.2% | +964.9% | +268.2% | +11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling