+17.2%
ORA vs VT
+57.0%
-39.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -1.6% | +2.4% | -3.9% | -3.4% |
| 30D | +2.6% | -1.5% | +4.1% | +3.8% |
| 3M | -20.2% | -4.1% | -16.1% | -17.3% |
| 6M | -32.1% | +0.6% | -32.6% | -32.3% |
| YTD | -17.9% | +11.0% | -28.9% | -24.8% |
| 1Y | -15.8% | +13.3% | -29.2% | -24.2% |
| 3Y | +56.0% | +73.4% | -17.4% | -3.1% |
| All | +17.2% | +57.0% | -39.8% | -19.6% |
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