+6.8%
ORI vs VT
+12.5%
-5.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.7% | +2.2% |
| 7D | +4.5% | -0.1% | +4.7% | +4.5% |
| 30D | +6.2% | -3.1% | +9.2% | +5.7% |
| 3M | -3.9% | -3.5% | -0.4% | -4.3% |
| 6M | +4.9% | +0.5% | +4.4% | +4.8% |
| YTD | -3.8% | +10.8% | -14.6% | -4.8% |
| 1Y | +6.8% | +11.9% | -5.1% | +5.9% |
| All | +6.8% | +12.5% | -5.7% | +5.9% |
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