-87.7%
ORIO vs VOO
+268.2%
-355.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.3% | +9.4% | +8.9% |
| 7D | +11.8% | -0.9% | +12.7% | +13.0% |
| 30D | +12.9% | -2.3% | +15.2% | +16.6% |
| 3M | +44.9% | -1.2% | +46.0% | +47.2% |
| 6M | +16.3% | +3.3% | +13.0% | +10.9% |
| YTD | +6.5% | +12.3% | -5.8% | -9.2% |
| 1Y | -14.9% | +12.5% | -27.4% | -27.5% |
| 3Y | -1.7% | +79.2% | -80.9% | -52.9% |
| 5Y | -93.2% | +75.7% | -168.8% | -96.5% |
| All | -87.7% | +268.2% | -355.9% | -96.4% |
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