-4.9%
ORIO vs VOO
+78.5%
-83.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +6.1% |
| 7D | -2.3% | +2.6% | -4.9% | -6.2% |
| 30D | +17.0% | -2.0% | +19.0% | +20.8% |
| 3M | +19.5% | -2.8% | +22.3% | +25.1% |
| 6M | +13.2% | +2.2% | +11.0% | +8.4% |
| YTD | -0.5% | +11.5% | -12.0% | -18.3% |
| 1Y | -14.8% | +13.5% | -28.3% | -32.3% |
| 3Y | -4.9% | +78.1% | -83.0% | -51.4% |
| All | -4.9% | +78.5% | -83.4% | -51.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling