-30.0%
ORMP vs VT
+228.2%
-258.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.5% | +1.6% |
| 7D | -0.7% | -0.3% | -0.4% | -0.4% |
| 30D | -9.2% | -1.4% | -7.8% | -7.9% |
| 3M | -7.4% | -1.4% | -6.0% | -6.2% |
| 6M | +5.1% | +5.5% | -0.4% | -0.3% |
| YTD | +55.4% | +12.8% | +42.6% | +38.5% |
| 1Y | +94.3% | +15.4% | +78.9% | +69.7% |
| 3Y | +147.5% | +76.9% | +70.6% | +42.1% |
| 5Y | -83.3% | +60.4% | -143.7% | -89.5% |
| All | -30.0% | +228.2% | -258.2% | -75.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling