+246.0%
ORCL vs VXUS
+140.9%
+105.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -0.9% |
| 7D | -6.5% | +0.5% | -7.0% | -6.9% |
| 30D | -16.6% | -2.5% | -14.0% | -14.2% |
| 3M | -21.6% | -4.6% | -17.0% | -17.5% |
| 6M | -39.4% | -2.6% | -36.7% | -37.1% |
| YTD | -38.7% | +10.4% | -49.0% | -43.3% |
| 1Y | -50.4% | +12.9% | -63.2% | -55.0% |
| 3Y | +8.1% | +68.4% | -60.3% | -30.6% |
| 5Y | +34.5% | +47.7% | -13.1% | -3.6% |
| 10Y | +246.0% | +142.2% | +103.8% | +65.8% |
| All | +246.0% | +140.9% | +105.1% | +65.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling