-41.6%
ORCL vs VWO
+4.0%
-45.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.3% |
| 7D | +8.0% | +2.0% | +6.0% | +5.3% |
| 30D | -4.0% | -4.3% | +0.3% | +2.3% |
| 3M | -19.5% | -6.4% | -13.1% | -11.3% |
| 6M | -33.5% | -5.6% | -27.8% | -26.8% |
| YTD | -34.8% | +5.2% | -40.0% | -40.9% |
| 1Y | -41.6% | +5.2% | -46.8% | -47.3% |
| All | -41.6% | +4.0% | -45.6% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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