+971.2%
ORI vs VT
+345.0%
+626.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.2% | +5.1% |
| 7D | +5.1% | -4.2% | +9.2% | +9.4% |
| 30D | +6.3% | -5.8% | +12.1% | +12.4% |
| 3M | -6.5% | -5.2% | -1.3% | -1.8% |
| 6M | +4.6% | +0.1% | +4.4% | +2.8% |
| YTD | -4.1% | +8.2% | -12.4% | -13.5% |
| 1Y | +8.2% | +10.1% | -1.9% | -4.2% |
| 3Y | +76.3% | +69.7% | +6.6% | -2.3% |
| 5Y | +117.0% | +53.4% | +63.6% | +31.3% |
| 10Y | +401.8% | +219.2% | +182.6% | +37.3% |
| All | +971.2% | +345.0% | +626.2% | +185.2% |
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