+30.2%
ORCL vs VTV
+70.4%
-40.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.4% |
| 7D | +5.3% | +0.5% | +4.7% | +4.7% |
| 30D | +10.0% | +1.1% | +8.9% | +8.7% |
| 3M | -32.6% | +5.9% | -38.5% | -36.8% |
| 6M | +4.9% | +11.6% | -6.7% | -7.7% |
| YTD | -17.8% | +19.8% | -37.6% | -33.7% |
| 1Y | -28.0% | +26.2% | -54.2% | -45.9% |
| All | +30.2% | +70.4% | -40.2% | -26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling