-75.8%
ORCX price history and return analytics
+31.6%
-107.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.7% | +1.1% | +16.5% | +13.8% |
| 7D | +5.7% | -0.7% | +6.4% | +9.8% |
| 30D | -18.5% | -1.7% | -16.8% | -10.7% |
| 3M | -31.1% | -2.3% | -28.8% | -21.3% |
| 6M | -66.3% | +1.5% | -67.8% | -64.4% |
| YTD | -71.2% | +12.0% | -83.2% | -76.9% |
| 1Y | -81.6% | +12.9% | -94.5% | -85.5% |
| All | -75.8% | +31.6% | -107.4% | -86.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling