-37.7%
ORBS vs VT
+23.3%
-61.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | 0.0% | -6.8% | -6.7% |
| 7D | +12.4% | +0.4% | +11.9% | +8.9% |
| 30D | +34.7% | +1.0% | +33.7% | +23.1% |
| 3M | -7.0% | +2.4% | -9.4% | -32.1% |
| 6M | -20.7% | +12.0% | -32.7% | -86.5% |
| YTD | -47.8% | +15.3% | -63.1% | -98.2% |
| 1Y | -37.7% | +22.6% | -60.3% | -100.0% |
| All | -37.7% | +23.3% | -61.0% | -100.0% |
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