-80.4%
ORCX vs VT
+27.1%
-107.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.3% | -4.1% | -10.2% | -0.5% |
| 7D | -33.8% | -4.2% | -29.6% | -22.7% |
| 30D | -40.5% | -5.8% | -34.7% | -25.1% |
| 3M | -43.6% | -5.2% | -38.3% | -28.9% |
| 6M | -70.3% | +0.1% | -70.4% | -67.0% |
| YTD | -76.6% | +8.2% | -84.8% | -79.1% |
| 1Y | -86.8% | +10.1% | -96.9% | -88.7% |
| All | -80.4% | +27.1% | -107.5% | -87.4% |
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