-89.4%
ORIO vs VT
+191.1%
-280.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -10.1% | +0.4% | -10.5% | -10.7% |
| 30D | +48.9% | +1.0% | +48.0% | +46.9% |
| 3M | +7.7% | +2.4% | +5.3% | +3.8% |
| 6M | -12.5% | +12.0% | -24.5% | -27.0% |
| YTD | -8.4% | +15.3% | -23.7% | -26.7% |
| 1Y | -44.3% | +22.6% | -66.9% | -59.3% |
| 3Y | -44.9% | +74.7% | -119.6% | -75.2% |
| 5Y | -93.8% | +66.1% | -160.0% | -96.8% |
| All | -89.4% | +191.1% | -280.4% | -96.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling