+21.4%
ORA price history and return analytics
+57.4%
-36.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +0.7% |
| 7D | +2.9% | +0.4% | +2.6% | +2.5% |
| 30D | +6.4% | -2.6% | +9.0% | +8.7% |
| 3M | -12.4% | -3.2% | -9.2% | -9.9% |
| 6M | -22.1% | +0.9% | -23.1% | -22.6% |
| YTD | -14.1% | +11.3% | -25.4% | -21.6% |
| 1Y | -16.3% | +14.0% | -30.3% | -25.0% |
| 3Y | +53.9% | +75.8% | -22.0% | -5.7% |
| 5Y | +21.4% | +57.8% | -36.4% | -16.5% |
| All | +21.4% | +57.4% | -36.0% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling