-49.2%
ORIC vs VOO
+75.1%
-124.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | -0.6% |
| 7D | -3.6% | -0.9% | -2.7% | -2.2% |
| 30D | -23.8% | -2.3% | -21.4% | -21.6% |
| 3M | -34.5% | -1.2% | -33.3% | -33.7% |
| 6M | +0.1% | +3.3% | -3.2% | -3.6% |
| YTD | +10.0% | +12.3% | -2.3% | -4.7% |
| 1Y | -30.1% | +12.5% | -42.6% | -39.5% |
| 3Y | +44.2% | +79.2% | -34.9% | -24.5% |
| 5Y | -49.2% | +75.7% | -124.9% | -71.5% |
| All | -49.2% | +75.1% | -124.4% | -71.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling