-59.3%
ORCX vs VT
+35.4%
-94.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +9.6% | +0.4% | +9.1% | +8.6% |
| 30D | +17.2% | +1.0% | +16.2% | +15.0% |
| 3M | -60.2% | +2.4% | -62.5% | -61.4% |
| 6M | -14.9% | +12.0% | -26.9% | -35.9% |
| YTD | -51.4% | +15.3% | -66.8% | -66.2% |
| 1Y | -69.9% | +22.6% | -92.5% | -82.3% |
| All | -59.3% | +35.4% | -94.7% | -79.6% |
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