+55.4%
ORR price history and return analytics
+35.0%
+20.3%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.7% |
| 7D | +3.6% | +2.4% | +1.3% | +2.3% |
| 30D | +4.8% | -1.5% | +6.3% | +5.6% |
| 3M | +4.1% | -4.1% | +8.2% | +6.6% |
| 6M | +8.7% | +0.6% | +8.1% | +8.1% |
| YTD | +17.6% | +11.0% | +6.5% | +10.3% |
| 1Y | +22.1% | +13.3% | +8.8% | +13.3% |
| All | +55.4% | +35.0% | +20.3% | +27.5% |
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 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