-45.1%
ORIC vs VOO
+67.9%
-113.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.3% | +3.6% | +3.5% |
| 7D | -4.5% | -2.7% | -1.8% | -1.0% |
| 30D | -26.6% | -5.4% | -21.2% | -21.5% |
| 3M | -31.8% | -4.1% | -27.7% | -28.4% |
| 6M | -5.2% | +0.7% | -5.9% | -5.8% |
| YTD | +7.8% | +8.7% | -0.9% | -2.8% |
| 1Y | -29.7% | +11.0% | -40.7% | -38.1% |
| 3Y | +27.8% | +75.5% | -47.6% | -31.0% |
| All | -45.1% | +67.9% | -113.0% | -67.7% |
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 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