-65.4%
ORIC vs VOO
+193.5%
-259.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.1% | -3.1% |
| 7D | -7.1% | -0.6% | -6.5% | -6.3% |
| 30D | -25.7% | -3.6% | -22.0% | -22.6% |
| 3M | -34.6% | -2.7% | -31.9% | -32.7% |
| 6M | +0.7% | +2.2% | -1.6% | -1.4% |
| YTD | +8.9% | +10.9% | -2.0% | -2.7% |
| 1Y | -28.5% | +11.3% | -39.8% | -36.3% |
| 3Y | +42.8% | +76.9% | -34.1% | -17.8% |
| 5Y | -48.2% | +73.5% | -121.7% | -69.5% |
| All | -65.4% | +193.5% | -259.0% | -86.3% |
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