+34.5%
ORCL price history and return analytics
+57.5%
-23.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | -6.5% | -0.1% | -6.4% | -6.3% |
| 30D | -16.6% | -3.1% | -13.5% | -12.8% |
| 3M | -21.6% | -3.5% | -18.1% | -17.2% |
| 6M | -39.4% | +0.5% | -39.8% | -38.5% |
| YTD | -38.7% | +10.8% | -49.4% | -44.5% |
| 1Y | -50.4% | +11.9% | -62.3% | -55.5% |
| 3Y | +8.1% | +73.0% | -64.9% | -37.4% |
| 5Y | +34.5% | +58.6% | -24.1% | -13.9% |
| All | +34.5% | +57.5% | -23.0% | -13.9% |
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