-27.9%
ORCZ price history and return analytics
-0.1%
-27.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.8% | +1.1% | -18.9% | -11.5% |
| 7D | -11.1% | -0.7% | -10.4% | -13.3% |
| 30D | -3.4% | -1.7% | -1.7% | -10.8% |
| 3M | -4.0% | -2.3% | -1.6% | -11.6% |
| All | -27.9% | -0.1% | -27.8% | -19.2% |
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 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 · Available span rolling