+27.8%
ORIC vs VOO
+75.5%
-47.7%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.3% | +3.6% | +3.4% |
| 7D | -4.5% | -2.7% | -1.8% | -0.3% |
| 30D | -26.6% | -5.4% | -21.2% | -20.5% |
| 3M | -31.8% | -4.1% | -27.7% | -27.8% |
| 6M | -5.2% | +0.7% | -5.9% | -6.2% |
| YTD | +7.8% | +8.7% | -0.9% | -5.2% |
| 1Y | -29.7% | +11.0% | -40.7% | -40.1% |
| 3Y | +27.8% | +75.5% | -47.6% | -52.1% |
| All | +27.8% | +75.5% | -47.7% | -52.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling