+833.6%
ORCL price history and return analytics
+374.2%
+459.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +5.3% | +0.4% | +4.8% | +4.9% |
| 30D | +10.0% | +1.0% | +9.0% | +9.2% |
| 3M | -32.6% | +2.4% | -35.0% | -33.6% |
| 6M | +4.9% | +12.0% | -7.1% | -4.6% |
| YTD | -17.8% | +15.3% | -33.1% | -27.1% |
| 1Y | -28.0% | +22.6% | -50.6% | -39.5% |
| 3Y | +36.0% | +74.7% | -38.7% | -14.9% |
| 5Y | +88.7% | +66.1% | +22.6% | +23.3% |
| 10Y | +346.9% | +225.0% | +121.9% | +62.4% |
| All | +833.6% | +374.2% | +459.4% | +150.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling