-83.2%
ORCU vs VT
+12.6%
-95.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -4.1% | -9.8% | +1.5% |
| 7D | -33.8% | -4.2% | -29.6% | -21.4% |
| 30D | -40.5% | -5.8% | -34.7% | -23.1% |
| 3M | -43.3% | -5.2% | -38.0% | -26.7% |
| 6M | -69.9% | +0.1% | -70.0% | -65.4% |
| YTD | -76.1% | +8.2% | -84.4% | -78.6% |
| All | -83.2% | +12.6% | -95.8% | -86.9% |
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