-64.2%
ORIC price history and return analytics
+163.9%
-228.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +1.4% |
| 7D | +1.8% | +0.4% | +1.4% | +1.5% |
| 30D | -23.0% | -2.6% | -20.4% | -20.5% |
| 3M | -31.6% | -3.2% | -28.4% | -28.9% |
| 6M | +4.3% | +0.9% | +3.4% | +3.4% |
| YTD | +12.8% | +11.3% | +1.5% | -1.6% |
| 1Y | -25.3% | +14.0% | -39.3% | -36.7% |
| 3Y | +43.5% | +75.8% | -32.3% | -23.7% |
| 5Y | -47.0% | +57.8% | -104.8% | -68.2% |
| All | -64.2% | +163.9% | -228.0% | -85.3% |
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