-51.6%
ORC price history and return analytics
+224.4%
-276.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.2% | -3.2% |
| 7D | -3.2% | -0.7% | -2.5% | -2.8% |
| 30D | -3.0% | -1.7% | -1.3% | -1.5% |
| 3M | -23.0% | -2.3% | -20.7% | -21.4% |
| 6M | -24.7% | +1.5% | -26.2% | -26.3% |
| YTD | -21.8% | +12.0% | -33.9% | -31.0% |
| 1Y | -20.8% | +12.9% | -33.7% | -30.8% |
| 3Y | +21.8% | +74.9% | -53.2% | -33.4% |
| 5Y | -50.9% | +59.9% | -110.8% | -70.5% |
| 10Y | -51.6% | +224.6% | -276.2% | -84.7% |
| All | -51.6% | +224.4% | -276.0% | -84.7% |
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