-63.2%
ORCU price history and return analytics
+5.0%
-68.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -12.3% |
| 7D | -28.2% | -0.3% | -27.9% | -26.8% |
| 30D | -28.7% | -1.4% | -27.2% | -21.2% |
| 3M | -35.5% | -1.4% | -34.1% | -27.4% |
| 6M | -63.2% | +5.5% | -68.7% | -63.4% |
| All | -63.2% | +5.0% | -68.1% | -63.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling