+35.1%
ORCS price history and return analytics
+17.4%
+17.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +5.1% |
| 7D | +15.1% | -0.3% | +15.4% | +14.5% |
| 30D | +9.8% | -1.4% | +11.2% | +7.6% |
| 3M | +9.1% | -1.4% | +10.5% | +7.8% |
| 6M | +22.2% | +5.5% | +16.7% | +35.7% |
| YTD | +20.3% | +12.8% | +7.4% | +52.8% |
| All | +35.1% | +17.4% | +17.7% | +85.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling