+33.3%
ORCL vs VXUS
+75.9%
-42.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.7% | +2.8% |
| 7D | +15.0% | +1.6% | +13.4% | +13.0% |
| 30D | +10.5% | +1.0% | +9.5% | +9.5% |
| 3M | -23.0% | +5.7% | -28.7% | -27.4% |
| 6M | +7.0% | +13.6% | -6.6% | -6.7% |
| YTD | -15.8% | +17.4% | -33.2% | -29.7% |
| 1Y | -31.1% | +25.1% | -56.1% | -46.5% |
| 3Y | +33.3% | +75.8% | -42.6% | -28.2% |
| All | +33.3% | +75.9% | -42.6% | -28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling