+221.0%
ORRF price history and return analytics
+215.5%
+5.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | +0.4% | -2.3% | +2.8% | +2.6% |
| 30D | +8.1% | -5.0% | +13.0% | +13.0% |
| 3M | +2.7% | -4.9% | +7.6% | +7.2% |
| 6M | +20.2% | -1.5% | +21.7% | +20.9% |
| YTD | +27.4% | +8.5% | +18.9% | +16.6% |
| 1Y | +33.9% | +11.4% | +22.5% | +19.4% |
| 3Y | +114.1% | +70.1% | +44.0% | +27.0% |
| 5Y | +105.3% | +53.7% | +51.6% | +33.2% |
| All | +221.0% | +215.5% | +5.4% | +4.4% |
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