-34.4%
ORC price history and return analytics
+294.5%
-328.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +4.3% |
| 7D | +1.2% | -4.2% | +5.4% | +5.1% |
| 30D | +0.4% | -5.8% | +6.2% | +5.9% |
| 3M | -18.1% | -5.2% | -12.8% | -14.1% |
| 6M | -20.7% | +0.1% | -20.8% | -21.2% |
| YTD | -18.7% | +8.2% | -27.0% | -24.9% |
| 1Y | -17.9% | +10.1% | -28.1% | -25.5% |
| 3Y | +26.8% | +69.7% | -42.9% | -23.2% |
| 5Y | -49.8% | +53.4% | -103.2% | -66.6% |
| 10Y | -49.8% | +219.2% | -269.0% | -80.5% |
| All | -34.4% | +294.5% | -328.9% | -77.4% |
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