-67.1%
ORIC price history and return analytics
+156.6%
-223.6%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -4.1% | -5.0% | -4.0% |
| 7D | -5.6% | -4.2% | -1.4% | -0.3% |
| 30D | -29.1% | -5.8% | -23.3% | -23.8% |
| 3M | -34.3% | -5.2% | -29.1% | -29.9% |
| 6M | -11.3% | +0.1% | -11.4% | -11.2% |
| YTD | +3.8% | +8.2% | -4.4% | -6.3% |
| 1Y | -31.4% | +10.1% | -41.5% | -39.4% |
| 3Y | +19.9% | +69.7% | -49.7% | -33.5% |
| 5Y | -47.8% | +53.4% | -101.2% | -67.6% |
| All | -67.1% | +156.6% | -223.6% | -86.0% |
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 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