-62.3%
ORGO vs VT
+69.4%
-131.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.6% | +4.3% |
| 7D | +2.6% | -4.2% | +6.7% | +11.2% |
| 30D | -37.3% | -5.8% | -31.5% | -29.8% |
| 3M | -64.6% | -5.2% | -59.3% | -61.1% |
| 6M | -67.6% | +0.1% | -67.7% | -68.7% |
| YTD | -83.8% | +8.2% | -92.0% | -86.8% |
| 1Y | -78.8% | +10.1% | -89.0% | -83.4% |
| All | -62.3% | +69.4% | -131.7% | -91.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling