+47.3%
ORA vs VOO
+79.1%
-31.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +2.9% | +2.8% |
| 7D | +0.6% | +0.5% | +0.1% | +0.2% |
| 30D | 0.0% | -0.9% | +0.9% | +0.6% |
| 3M | -20.8% | +3.9% | -24.7% | -22.8% |
| 6M | -0.5% | +14.5% | -15.1% | -9.3% |
| YTD | -2.0% | +13.0% | -14.9% | -9.7% |
| 1Y | +19.6% | +19.4% | +0.2% | +6.5% |
| 3Y | +47.3% | +78.9% | -31.5% | -10.6% |
| All | +47.3% | +79.1% | -31.8% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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