-88.9%
ORIO vs VOO
+263.6%
-352.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.2% |
| 7D | +7.9% | -0.6% | +8.4% | +8.5% |
| 30D | +2.5% | -3.6% | +6.1% | +7.7% |
| 3M | +47.8% | -2.7% | +50.5% | +53.1% |
| 6M | +4.0% | +2.2% | +1.8% | +0.5% |
| YTD | -3.7% | +10.9% | -14.6% | -16.7% |
| 1Y | -23.1% | +11.3% | -34.5% | -33.7% |
| 3Y | -11.2% | +76.9% | -88.1% | -56.8% |
| 5Y | -93.9% | +73.5% | -167.5% | -96.8% |
| All | -88.9% | +263.6% | -352.4% | -96.7% |
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 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