+41.4%
ORA vs VOO
+80.3%
-38.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.7% |
| 7D | -7.2% | -2.0% | -5.3% | -5.8% |
| 30D | -15.5% | -1.7% | -13.8% | -14.4% |
| 3M | -29.2% | +4.7% | -34.0% | -31.6% |
| 6M | -12.6% | +12.6% | -25.2% | -20.1% |
| YTD | -12.2% | +11.8% | -24.0% | -19.2% |
| 1Y | +6.6% | +17.5% | -10.9% | -5.4% |
| 3Y | +31.9% | +77.0% | -45.1% | -15.9% |
| 5Y | +41.4% | +82.6% | -41.1% | -11.4% |
| All | +41.4% | +80.3% | -38.9% | -11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling