-19.0%
ORA vs VT
+12.5%
-31.4%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.9% |
| 7D | -1.9% | -0.1% | -1.8% | -2.0% |
| 30D | +3.9% | -3.1% | +7.0% | +6.7% |
| 3M | -17.2% | -3.5% | -13.7% | -14.6% |
| 6M | -23.9% | +0.5% | -24.4% | -23.7% |
| YTD | -16.1% | +10.8% | -26.9% | -23.5% |
| 1Y | -19.0% | +11.9% | -30.9% | -27.2% |
| All | -19.0% | +12.5% | -31.4% | -27.2% |
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 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