-93.9%
ORIO vs VOO
+67.9%
-161.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.7% | +8.4% |
| 7D | +26.6% | -2.7% | +29.3% | +32.9% |
| 30D | +6.9% | -5.4% | +12.2% | +18.2% |
| 3M | +62.0% | -4.1% | +66.0% | +74.1% |
| 6M | +4.8% | +0.7% | +4.1% | +2.1% |
| YTD | +1.9% | +8.7% | -6.9% | -14.2% |
| 1Y | -23.2% | +11.0% | -34.2% | -37.9% |
| 3Y | -9.2% | +75.5% | -84.6% | -69.5% |
| All | -93.9% | +67.9% | -161.8% | -97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling