-100.0%
ORBS price history and return analytics
+87.0%
-187.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.1% | -10.9% |
| 7D | +2.6% | +0.4% | +2.2% | +1.2% |
| 30D | -14.3% | -2.6% | -11.7% | -7.7% |
| 3M | +4.5% | -3.2% | +7.7% | +16.1% |
| 6M | -17.3% | +0.9% | -18.3% | -16.4% |
| YTD | -58.4% | +11.3% | -69.7% | -67.2% |
| 1Y | -83.8% | +14.0% | -97.8% | -88.3% |
| 3Y | -73.1% | +75.8% | -149.0% | -91.2% |
| All | -100.0% | +87.0% | -187.0% | -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 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