-69.5%
ORIC vs VOO
+195.2%
-264.7%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.4% | -7.2% | -7.1% |
| 7D | -10.9% | +2.6% | -13.5% | -13.3% |
| 30D | -32.2% | -2.0% | -30.2% | -30.7% |
| 3M | -42.7% | -2.8% | -39.9% | -41.0% |
| 6M | -8.6% | +2.2% | -10.8% | -10.4% |
| YTD | -3.9% | +11.5% | -15.4% | -14.7% |
| 1Y | -35.5% | +13.5% | -49.0% | -43.8% |
| 3Y | +28.2% | +78.1% | -49.9% | -26.6% |
| 5Y | -55.4% | +73.1% | -128.5% | -73.8% |
| All | -69.5% | +195.2% | -264.7% | -88.0% |
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