-28.0%
ORCL vs VXUS
+28.0%
-56.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.5% |
| 7D | +5.3% | +1.0% | +4.2% | +4.1% |
| 30D | +10.0% | +2.2% | +7.8% | +7.4% |
| 3M | -32.6% | +3.0% | -35.5% | -34.2% |
| 6M | +4.9% | +10.7% | -5.7% | -4.7% |
| YTD | -17.8% | +17.8% | -35.6% | -32.9% |
| 1Y | -28.0% | +27.6% | -55.6% | -48.2% |
| All | -28.0% | +28.0% | -56.0% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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