-93.6%
ORIO vs VT
+66.2%
-159.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -10.1% | +0.4% | -10.5% | -11.0% |
| 30D | +48.9% | +1.0% | +48.0% | +46.1% |
| 3M | +7.7% | +2.4% | +5.3% | +2.2% |
| 6M | -12.5% | +12.0% | -24.5% | -32.3% |
| YTD | -8.4% | +15.3% | -23.7% | -33.3% |
| 1Y | -44.3% | +22.6% | -66.9% | -64.5% |
| 3Y | -44.9% | +74.7% | -119.6% | -83.5% |
| All | -93.6% | +66.2% | -159.8% | -97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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