-67.1%
ORIC vs VOO
+186.9%
-254.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -4.4% | -4.7% | -4.2% |
| 7D | -5.6% | -4.7% | -0.8% | -0.2% |
| 30D | -29.1% | -5.9% | -23.2% | -24.3% |
| 3M | -34.3% | -4.5% | -29.8% | -31.1% |
| 6M | -11.3% | +1.9% | -13.1% | -12.9% |
| YTD | +3.8% | +8.4% | -4.6% | -5.0% |
| 1Y | -31.4% | +9.5% | -40.9% | -37.8% |
| 3Y | +19.9% | +75.3% | -55.4% | -30.1% |
| 5Y | -47.8% | +67.9% | -115.6% | -68.3% |
| All | -67.1% | +186.9% | -254.0% | -86.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling