-57.3%
ORCX price history and return analytics
+34.7%
-92.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +6.5% |
| 7D | +31.6% | +1.0% | +30.6% | +27.7% |
| 30D | +18.9% | -0.2% | +19.1% | +21.1% |
| 3M | -47.3% | +4.5% | -51.9% | -52.9% |
| 6M | -11.2% | +14.1% | -25.3% | -36.7% |
| YTD | -49.0% | +14.8% | -63.8% | -64.0% |
| 1Y | -72.4% | +21.2% | -93.6% | -83.2% |
| All | -57.3% | +34.7% | -92.0% | -78.2% |
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 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