-88.3%
ORIO price history and return analytics
+180.9%
-269.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -4.8% |
| 7D | +17.9% | +0.4% | +17.5% | +17.0% |
| 30D | +7.5% | -2.6% | +10.1% | +11.7% |
| 3M | +66.9% | -3.2% | +70.2% | +74.9% |
| 6M | +9.1% | +0.9% | +8.1% | +6.8% |
| YTD | +0.9% | +11.3% | -10.4% | -15.2% |
| 1Y | -22.9% | +14.0% | -36.9% | -37.5% |
| 3Y | -9.2% | +75.8% | -85.1% | -59.8% |
| 5Y | -93.9% | +57.8% | -151.7% | -96.6% |
| All | -88.3% | +180.9% | -269.2% | -95.9% |
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