+23.0%
ORIC price history and return analytics
+69.4%
-46.3%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -4.1% | -5.0% | -2.6% |
| 7D | -5.6% | -4.2% | -1.4% | +1.1% |
| 30D | -29.1% | -5.8% | -23.3% | -22.2% |
| 3M | -34.3% | -5.2% | -29.1% | -28.7% |
| 6M | -11.3% | +0.1% | -11.4% | -11.7% |
| YTD | +3.8% | +8.2% | -4.4% | -10.1% |
| 1Y | -31.4% | +10.1% | -41.5% | -42.4% |
| All | +23.0% | +69.4% | -46.3% | -58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling