-79.1%
ORGO vs VT
+10.5%
-89.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.5% |
| 7D | +5.9% | -2.3% | +8.2% | +8.5% |
| 30D | -38.4% | -5.0% | -33.5% | -34.9% |
| 3M | -66.3% | -4.9% | -61.4% | -64.5% |
| 6M | -68.2% | -1.5% | -66.7% | -68.1% |
| YTD | -84.3% | +8.5% | -92.8% | -86.4% |
| 1Y | -79.1% | +11.4% | -90.5% | -83.4% |
| All | -79.1% | +10.5% | -89.6% | -83.4% |
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 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