-14.9%
ORIO vs VOO
+13.0%
-27.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.3% | +9.4% | +9.2% |
| 7D | +11.8% | -0.9% | +12.7% | +12.9% |
| 30D | +12.9% | -2.3% | +15.2% | +16.2% |
| 3M | +44.9% | -1.2% | +46.0% | +47.2% |
| 6M | +16.3% | +3.3% | +13.0% | +11.5% |
| YTD | +6.5% | +12.3% | -5.8% | -7.8% |
| 1Y | -14.9% | +12.5% | -27.4% | -26.8% |
| All | -14.9% | +13.0% | -27.9% | -26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling