-89.7%
ORIO vs VT
+179.9%
-269.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.2% | +4.2% |
| 7D | +9.8% | -1.6% | +11.4% | +12.4% |
| 30D | -9.0% | -2.5% | -6.6% | -5.4% |
| 3M | +48.1% | -1.3% | +49.4% | +50.7% |
| 6M | -9.9% | +3.1% | -13.0% | -14.6% |
| YTD | -10.7% | +10.9% | -21.7% | -24.4% |
| 1Y | -38.8% | +12.1% | -50.8% | -48.9% |
| 3Y | -19.7% | +73.9% | -93.6% | -63.8% |
| 5Y | -94.9% | +58.0% | -152.8% | -97.2% |
| All | -89.7% | +179.9% | -269.6% | -96.4% |
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