-84.5%
ORCX vs VT
+13.0%
-97.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.6% | +3.9% | -3.2% |
| 7D | -0.3% | +0.4% | -0.7% | -1.4% |
| 30D | -32.8% | -2.6% | -30.2% | -23.6% |
| 3M | -41.0% | -3.2% | -37.8% | -29.8% |
| 6M | -71.1% | +0.9% | -72.0% | -68.3% |
| YTD | -74.7% | +11.3% | -86.0% | -79.2% |
| All | -84.5% | +13.0% | -97.5% | -87.6% |
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 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