+251.6%
ORCL vs VXUS
+144.6%
+107.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.3% | +0.5% |
| 7D | +0.5% | +0.8% | -0.3% | -0.2% |
| 30D | -15.3% | -1.9% | -13.4% | -13.5% |
| 3M | -18.2% | -4.4% | -13.8% | -14.2% |
| 6M | -38.4% | -2.0% | -36.5% | -36.5% |
| YTD | -37.7% | +11.1% | -48.8% | -42.8% |
| 1Y | -49.3% | +15.1% | -64.3% | -54.8% |
| 3Y | +10.6% | +70.4% | -59.8% | -29.7% |
| 5Y | +35.5% | +47.2% | -11.7% | -2.7% |
| 10Y | +251.6% | +142.3% | +109.3% | +68.7% |
| All | +251.6% | +144.6% | +107.0% | +68.7% |
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