+998.7%
ORI vs VT
+374.2%
+624.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -1.9% |
| 7D | -0.8% | +0.4% | -1.2% | -1.2% |
| 30D | -4.1% | +1.0% | -5.1% | -5.1% |
| 3M | +13.2% | +2.4% | +10.8% | +9.6% |
| 6M | -0.1% | +12.0% | -12.1% | -12.1% |
| YTD | -1.7% | +15.3% | -17.0% | -16.4% |
| 1Y | +10.7% | +22.6% | -11.9% | -11.9% |
| 3Y | +85.8% | +74.7% | +11.1% | +0.5% |
| 5Y | +141.5% | +66.1% | +75.4% | +35.4% |
| 10Y | +346.0% | +225.0% | +121.0% | +20.8% |
| All | +998.7% | +374.2% | +624.5% | +175.9% |
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 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