+42.7%
ORCL price history and return analytics
+57.0%
-14.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.0% |
| 7D | +8.0% | +2.4% | +5.6% | +4.9% |
| 30D | -4.0% | -1.5% | -2.5% | -1.7% |
| 3M | -19.5% | -4.1% | -15.3% | -14.3% |
| 6M | -33.5% | +0.6% | -34.0% | -32.6% |
| YTD | -34.8% | +11.0% | -45.9% | -41.1% |
| 1Y | -41.6% | +13.3% | -55.0% | -48.5% |
| 3Y | +13.8% | +73.4% | -59.6% | -34.3% |
| All | +42.7% | +57.0% | -14.4% | -7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling