+270.3%
ORCL vs VXUS
+146.4%
+123.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +8.0% | +2.1% | +5.8% | +5.9% |
| 30D | -4.0% | -1.1% | -2.9% | -2.7% |
| 3M | -19.5% | -5.6% | -13.8% | -14.4% |
| 6M | -33.5% | -2.3% | -31.2% | -31.2% |
| YTD | -34.8% | +10.4% | -45.2% | -39.7% |
| 1Y | -41.6% | +13.1% | -54.7% | -47.1% |
| 3Y | +13.8% | +68.0% | -54.2% | -26.7% |
| 5Y | +43.4% | +45.8% | -2.4% | +3.9% |
| All | +270.3% | +146.4% | +123.9% | +75.0% |
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