-88.3%
ORIO vs VOO
+264.8%
-353.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.3% | -4.1% |
| 7D | +17.9% | +0.1% | +17.8% | +17.6% |
| 30D | +7.5% | -3.3% | +10.8% | +12.3% |
| 3M | +66.9% | -2.4% | +69.3% | +72.1% |
| 6M | +9.1% | +2.6% | +6.5% | +4.9% |
| YTD | +0.9% | +11.3% | -10.3% | -13.0% |
| 1Y | -22.9% | +13.4% | -36.3% | -35.2% |
| 3Y | -9.2% | +80.3% | -89.5% | -56.9% |
| 5Y | -93.9% | +72.7% | -166.6% | -96.8% |
| All | -88.3% | +264.8% | -353.1% | -96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling