+30.6%
ORCL vs VXUS
+42.8%
-12.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -11.2% | -1.8% | -9.4% | -9.5% |
| 30D | -18.8% | -4.6% | -14.3% | -14.5% |
| 3M | -18.8% | -6.1% | -12.7% | -12.7% |
| 6M | -39.7% | -4.9% | -34.8% | -35.7% |
| YTD | -39.6% | +8.1% | -47.7% | -43.3% |
| 1Y | -51.7% | +12.1% | -63.8% | -56.2% |
| 3Y | +10.2% | +63.9% | -53.6% | -28.8% |
| All | +30.6% | +42.8% | -12.2% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling