-32.9%
ORBX vs VT
+3.2%
-36.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.1% |
| 7D | -3.8% | -2.3% | -1.5% | +2.0% |
| 30D | -18.8% | -5.0% | -13.8% | -6.6% |
| 3M | -19.3% | -4.9% | -14.4% | -7.1% |
| 6M | -35.2% | -1.5% | -33.7% | -31.2% |
| All | -32.9% | +3.2% | -36.2% | -36.6% |
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 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