+25.8%
ORC price history and return analytics
+73.6%
-47.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.8% |
| 7D | +2.3% | -0.1% | +2.4% | +2.2% |
| 30D | -1.6% | -3.1% | +1.5% | +0.8% |
| 3M | -20.5% | -3.5% | -17.0% | -18.3% |
| 6M | -23.4% | +0.5% | -23.9% | -24.1% |
| YTD | -20.2% | +10.8% | -31.0% | -27.5% |
| 1Y | -18.6% | +11.9% | -30.5% | -26.8% |
| All | +25.8% | +73.6% | -47.8% | -39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling