-100.0%
ORBS price history and return analytics
+91.6%
-191.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.6% | -8.1% | -6.9% |
| 7D | +24.1% | -0.1% | +24.2% | +24.8% |
| 30D | +43.1% | -0.7% | +43.7% | +46.5% |
| 3M | +10.5% | +4.0% | +6.5% | +0.6% |
| 6M | +1.0% | +12.3% | -11.3% | -24.0% |
| YTD | -39.9% | +14.0% | -53.9% | -56.1% |
| 1Y | -97.4% | +20.3% | -117.7% | -98.5% |
| 3Y | -69.3% | +75.4% | -144.8% | -90.1% |
| All | -100.0% | +91.6% | -191.5% | -100.0% |
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