+251.6%
ORCL price history and return analytics
+223.7%
+27.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +0.3% |
| 7D | +0.5% | +0.4% | +0.1% | +0.2% |
| 30D | -15.3% | -2.6% | -12.7% | -12.5% |
| 3M | -18.2% | -3.2% | -15.0% | -14.6% |
| 6M | -38.4% | +0.9% | -39.4% | -38.0% |
| YTD | -37.7% | +11.3% | -49.0% | -43.2% |
| 1Y | -49.3% | +14.0% | -63.3% | -54.8% |
| 3Y | +10.6% | +75.8% | -65.2% | -34.1% |
| 5Y | +35.5% | +57.8% | -22.3% | -10.6% |
| 10Y | +251.6% | +219.8% | +31.8% | +18.5% |
| All | +251.6% | +223.7% | +27.9% | +18.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling