+128.7%
ORRF vs VT
+356.1%
-227.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.4% |
| 7D | +0.8% | -1.6% | +2.5% | +1.7% |
| 30D | +7.2% | -2.5% | +9.7% | +8.6% |
| 3M | +2.9% | -1.3% | +4.2% | +3.5% |
| 6M | +21.9% | +3.1% | +18.8% | +19.6% |
| YTD | +29.0% | +10.9% | +18.1% | +21.5% |
| 1Y | +37.2% | +12.1% | +25.2% | +28.5% |
| 3Y | +115.4% | +73.9% | +41.5% | +60.6% |
| 5Y | +115.1% | +58.0% | +57.1% | +67.2% |
| 10Y | +205.8% | +225.5% | -19.6% | +78.8% |
| All | +128.7% | +356.1% | -227.3% | +13.9% |
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