-9.2%
ORIO price history and return analytics
+69.7%
-78.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.6% |
| 7D | +26.6% | -2.3% | +28.9% | +31.5% |
| 30D | +6.9% | -5.0% | +11.8% | +16.5% |
| 3M | +62.0% | -4.9% | +66.8% | +75.8% |
| 6M | +4.8% | -1.5% | +6.3% | +6.4% |
| YTD | +1.9% | +8.5% | -6.6% | -14.3% |
| 1Y | -23.2% | +11.4% | -34.6% | -38.8% |
| 3Y | -9.2% | +70.1% | -79.2% | -56.7% |
| All | -9.2% | +69.7% | -78.9% | -56.7% |
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