-25.9%
ORIC vs VOO
+12.4%
-38.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.3% | +2.3% | +1.6% |
| 7D | +1.8% | +0.1% | +1.7% | +2.0% |
| 30D | -23.0% | -3.3% | -19.7% | -19.6% |
| 3M | -31.6% | -2.4% | -29.2% | -29.6% |
| 6M | +4.3% | +2.6% | +1.7% | +1.3% |
| YTD | +12.8% | +11.3% | +1.6% | +3.2% |
| All | -25.9% | +12.4% | -38.3% | -32.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling