-50.2%
ORCL vs VTV
+24.6%
-74.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +10.9% | -0.7% | +11.6% | +11.2% |
| 30D | +7.0% | -0.5% | +7.5% | +7.3% |
| 3M | -21.2% | +5.3% | -26.5% | -22.3% |
| 6M | +7.4% | +12.9% | -5.5% | +2.6% |
| YTD | -16.3% | +18.5% | -34.7% | -19.2% |
| All | -50.2% | +24.6% | -74.8% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling