-80.5%
ORCX vs VT
+11.9%
-92.3%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | +0.2% |
| 7D | +20.7% | +2.9% | +17.8% | +9.1% |
| 30D | -26.5% | -2.5% | -24.0% | -16.3% |
| 3M | -39.2% | -3.3% | -35.9% | -27.0% |
| 6M | -64.4% | +1.5% | -65.9% | -61.5% |
| YTD | -71.8% | +11.4% | -83.1% | -76.7% |
| 1Y | -80.5% | +11.9% | -92.4% | -84.1% |
| All | -80.5% | +11.9% | -92.3% | -84.1% |
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