-31.1%
ORMP price history and return analytics
+374.2%
-405.3%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -0.4% | +0.4% | -0.8% | -0.7% |
| 30D | +16.0% | +1.0% | +15.0% | +15.1% |
| 3M | +31.5% | +2.4% | +29.1% | +29.3% |
| 6M | +38.4% | +12.0% | +26.4% | +27.6% |
| YTD | +88.6% | +15.3% | +73.2% | +70.6% |
| 1Y | +142.1% | +22.6% | +119.5% | +109.9% |
| 3Y | +56.2% | +74.7% | -18.4% | +5.4% |
| 5Y | -72.3% | +66.1% | -138.5% | -80.4% |
| 10Y | -26.1% | +225.0% | -251.1% | -64.8% |
| All | -31.1% | +374.2% | -405.3% | -72.2% |
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 · 6 months rolling