+909.5%
ORCL vs VTI
+942.8%
-33.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.5% | +0.7% | +0.4% |
| 7D | +0.5% | +0.2% | +0.2% | +0.3% |
| 30D | -15.3% | -2.9% | -12.4% | -12.1% |
| 3M | -18.2% | -2.6% | -15.6% | -15.1% |
| 6M | -38.4% | +2.8% | -41.2% | -39.3% |
| YTD | -37.7% | +11.6% | -49.3% | -43.5% |
| 1Y | -49.3% | +13.6% | -62.9% | -54.8% |
| 3Y | +10.6% | +79.9% | -69.2% | -38.4% |
| 5Y | +35.5% | +64.3% | -28.8% | -17.6% |
| 10Y | +251.6% | +291.9% | -40.3% | -20.5% |
| All | +909.5% | +942.8% | -33.3% | -13.1% |
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