+109.2%
ORRF price history and return analytics
+57.0%
+52.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +0.7% | +2.4% | -1.6% | -0.8% |
| 30D | +8.2% | -1.5% | +9.7% | +9.1% |
| 3M | +2.2% | -4.1% | +6.3% | +4.8% |
| 6M | +25.7% | +0.6% | +25.1% | +24.6% |
| YTD | +28.3% | +11.0% | +17.3% | +18.9% |
| 1Y | +32.4% | +13.3% | +19.0% | +20.9% |
| 3Y | +119.1% | +73.4% | +45.7% | +54.7% |
| All | +109.2% | +57.0% | +52.2% | +54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling