-65.8%
ORIC vs VOO
+187.8%
-253.6%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.3% | +3.6% | +3.6% |
| 7D | -4.5% | -2.7% | -1.8% | -1.4% |
| 30D | -26.6% | -5.4% | -21.2% | -22.0% |
| 3M | -31.8% | -4.1% | -27.7% | -28.7% |
| 6M | -5.2% | +0.7% | -5.9% | -5.7% |
| YTD | +7.8% | +8.7% | -0.9% | -1.6% |
| 1Y | -29.7% | +11.0% | -40.7% | -37.2% |
| 3Y | +27.8% | +75.5% | -47.6% | -25.6% |
| 5Y | -45.8% | +68.4% | -114.1% | -67.2% |
| All | -65.8% | +187.8% | -253.6% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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