-89.4%
ORIO vs VOO
+272.4%
-361.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.4% |
| 7D | -10.1% | +0.1% | -10.2% | -10.2% |
| 30D | +48.9% | +0.1% | +48.9% | +49.0% |
| 3M | +7.7% | +2.0% | +5.7% | +4.8% |
| 6M | -12.5% | +13.0% | -25.5% | -26.2% |
| YTD | -8.4% | +13.6% | -22.0% | -23.0% |
| 1Y | -44.3% | +20.1% | -64.4% | -56.5% |
| 3Y | -44.9% | +77.6% | -122.5% | -73.2% |
| 5Y | -93.8% | +82.4% | -176.3% | -96.9% |
| All | -89.4% | +272.4% | -361.8% | -96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling