-65.8%
ORIC price history and return analytics
+157.2%
-222.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.6% |
| 7D | -4.5% | -2.3% | -2.2% | -1.5% |
| 30D | -26.6% | -5.0% | -21.6% | -21.9% |
| 3M | -31.8% | -4.9% | -26.9% | -27.6% |
| 6M | -5.2% | -1.5% | -3.6% | -3.0% |
| YTD | +7.8% | +8.5% | -0.7% | -3.0% |
| 1Y | -29.7% | +11.4% | -41.1% | -38.8% |
| 3Y | +27.8% | +70.1% | -42.2% | -29.3% |
| 5Y | -45.8% | +53.7% | -99.5% | -66.4% |
| All | -65.8% | +157.2% | -222.9% | -85.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling