-94.2%
ORIO price history and return analytics
+58.5%
-152.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -0.6% | -10.8% | -10.2% |
| 7D | +1.0% | +2.9% | -1.9% | -4.4% |
| 30D | 0.0% | -2.5% | +2.5% | +5.3% |
| 3M | +20.8% | -3.3% | +24.1% | +29.0% |
| 6M | +5.2% | +1.5% | +3.7% | +0.7% |
| YTD | -5.6% | +11.4% | -17.0% | -26.3% |
| 1Y | -24.6% | +11.9% | -36.5% | -41.7% |
| 3Y | -12.9% | +73.9% | -86.8% | -73.7% |
| 5Y | -94.2% | +57.9% | -152.1% | -97.2% |
| All | -94.2% | +58.5% | -152.7% | -97.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling