+86.3%
ORMP vs VT
+10.7%
+75.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.1% | -1.7% | -1.1% |
| 7D | -8.0% | -4.2% | -3.9% | -3.3% |
| 30D | -11.2% | -5.8% | -5.4% | -4.9% |
| 3M | -10.0% | -5.2% | -4.7% | -4.3% |
| 6M | -2.3% | +0.1% | -2.4% | -3.3% |
| YTD | +46.4% | +8.2% | +38.2% | +31.4% |
| 1Y | +86.3% | +10.1% | +76.2% | +61.8% |
| All | +86.3% | +10.7% | +75.6% | +61.8% |
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