-29.3%
ORMP price history and return analytics
+224.4%
-253.7%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +2.9% |
| 7D | 0.0% | -0.7% | +0.7% | +0.8% |
| 30D | -3.3% | -1.7% | -1.5% | -1.5% |
| 3M | -2.8% | -2.3% | -0.5% | -0.6% |
| 6M | -10.6% | +1.5% | -12.1% | -11.9% |
| YTD | +55.4% | +12.0% | +43.4% | +39.7% |
| 1Y | +83.1% | +12.9% | +70.2% | +63.5% |
| 3Y | +130.7% | +74.9% | +55.8% | +34.0% |
| 5Y | -84.1% | +59.9% | -144.1% | -90.0% |
| 10Y | -29.3% | +224.6% | -254.0% | -74.5% |
| All | -29.3% | +224.4% | -253.7% | -74.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling