+114.4%
ORA price history and return analytics
+217.6%
-103.3%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.9% |
| 7D | -1.9% | -0.1% | -1.8% | -1.9% |
| 30D | +3.9% | -3.1% | +7.0% | +6.7% |
| 3M | -17.2% | -3.5% | -13.7% | -14.5% |
| 6M | -23.9% | +0.5% | -24.4% | -24.1% |
| YTD | -16.1% | +10.8% | -26.9% | -23.5% |
| 1Y | -19.0% | +11.9% | -30.9% | -26.6% |
| 3Y | +54.6% | +73.0% | -18.4% | -5.6% |
| 5Y | +20.6% | +58.6% | -38.0% | -20.6% |
| 10Y | +114.4% | +219.2% | -104.8% | -29.4% |
| All | +114.4% | +217.6% | -103.3% | -29.4% |
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