+91.4%
ORCL vs VXUS
+54.3%
+37.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.6% |
| 7D | +5.3% | +1.0% | +4.2% | +4.3% |
| 30D | +10.0% | +2.2% | +7.8% | +7.8% |
| 3M | -32.6% | +3.0% | -35.5% | -34.1% |
| 6M | +4.9% | +10.7% | -5.7% | -4.3% |
| YTD | -17.8% | +17.8% | -35.6% | -29.5% |
| 1Y | -28.0% | +27.6% | -55.6% | -42.7% |
| 3Y | +36.0% | +73.3% | -37.3% | -17.3% |
| All | +91.4% | +54.3% | +37.1% | +25.7% |
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 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