-48.4%
ORIC vs VT
+66.2%
-114.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | -2.9% | +0.4% | -3.3% | -3.5% |
| 30D | -0.5% | +1.0% | -1.5% | -1.8% |
| 3M | +60.3% | +2.4% | +58.0% | +56.3% |
| 6M | -4.8% | +12.0% | -16.8% | -18.5% |
| YTD | +57.2% | +15.3% | +41.9% | +29.5% |
| 1Y | +19.4% | +22.6% | -3.2% | -9.2% |
| 3Y | +38.6% | +74.7% | -36.1% | -30.0% |
| All | -48.4% | +66.2% | -114.6% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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