-23.1%
ORIO vs VOO
+12.0%
-35.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.2% |
| 7D | +7.9% | -0.6% | +8.4% | +8.4% |
| 30D | +2.5% | -3.6% | +6.1% | +7.0% |
| 3M | +47.8% | -2.7% | +50.5% | +52.7% |
| 6M | +4.0% | +2.2% | +1.8% | +0.7% |
| YTD | -3.7% | +10.9% | -14.6% | -15.6% |
| 1Y | -23.1% | +11.3% | -34.5% | -33.4% |
| All | -23.1% | +12.0% | -35.1% | -33.4% |
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 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