-33.4%
ORC price history and return analytics
+221.4%
-254.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.4% |
| 7D | 0.0% | +1.0% | -1.0% | -1.0% |
| 30D | +1.2% | -0.2% | +1.4% | +1.4% |
| 3M | +6.0% | +4.5% | +1.5% | +1.1% |
| 6M | -1.6% | +14.1% | -15.7% | -14.3% |
| YTD | +2.6% | +14.8% | -12.2% | -11.3% |
| 1Y | +9.4% | +21.2% | -11.8% | -10.9% |
| 3Y | +23.8% | +76.6% | -52.8% | -32.1% |
| 5Y | -34.9% | +66.6% | -101.5% | -62.3% |
| 10Y | -33.4% | +222.3% | -255.7% | -78.0% |
| All | -33.4% | +221.4% | -254.9% | -78.0% |
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