-28.0%
ORCL price history and return analytics
+23.3%
-51.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +5.3% | +0.4% | +4.8% | +4.6% |
| 30D | +10.0% | +1.0% | +9.0% | +8.4% |
| 3M | -32.6% | +2.4% | -35.0% | -34.4% |
| 6M | +4.9% | +12.0% | -7.1% | -10.1% |
| YTD | -17.8% | +15.3% | -33.1% | -32.9% |
| 1Y | -28.0% | +22.6% | -50.6% | -48.1% |
| All | -28.0% | +23.3% | -51.3% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling