-65.1%
ORCU price history and return analytics
+20.0%
-85.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | 0.0% | +6.0% | +6.1% |
| 7D | +10.0% | +0.4% | +9.6% | +8.9% |
| 30D | +17.6% | +1.0% | +16.6% | +15.2% |
| 3M | -60.0% | +2.4% | -62.4% | -61.0% |
| 6M | -13.9% | +12.0% | -25.9% | -34.1% |
| YTD | -50.5% | +15.3% | -65.8% | -66.3% |
| All | -65.1% | +20.0% | -85.1% | -79.4% |
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 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