-100.0%
ORBS price history and return analytics
+86.1%
-186.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.9% |
| 7D | -4.3% | -0.1% | -4.1% | -4.2% |
| 30D | -14.6% | -3.1% | -11.6% | -6.8% |
| 3M | -1.4% | -3.5% | +2.1% | +10.4% |
| 6M | -17.7% | +0.5% | -18.1% | -15.7% |
| YTD | -58.6% | +10.8% | -69.3% | -66.9% |
| 1Y | -81.8% | +11.9% | -93.7% | -86.1% |
| 3Y | -72.4% | +73.0% | -145.4% | -90.6% |
| All | -100.0% | +86.1% | -186.1% | -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