+11.7%
ORCS price history and return analytics
+20.0%
-8.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -2.9% | -3.0% |
| 7D | -5.8% | +0.4% | -6.3% | -4.8% |
| 30D | -10.7% | +1.0% | -11.7% | -8.7% |
| 3M | +37.2% | +2.4% | +34.8% | +44.6% |
| 6M | -19.0% | +12.0% | -31.0% | -1.3% |
| YTD | -0.6% | +15.3% | -16.0% | +30.1% |
| All | +11.7% | +20.0% | -8.3% | +57.8% |
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