+281.0%
ORA vs VOO
+807.8%
-526.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.5% | -8.0% | -8.1% |
| 7D | -5.6% | -0.4% | -5.3% | -5.3% |
| 30D | -11.4% | -1.4% | -10.1% | -10.3% |
| 3M | -28.4% | +3.7% | -32.1% | -30.7% |
| 6M | -9.8% | +13.0% | -22.8% | -19.3% |
| YTD | -10.3% | +12.4% | -22.7% | -19.4% |
| 1Y | +9.9% | +18.6% | -8.7% | -5.7% |
| 3Y | +34.8% | +78.1% | -43.2% | -21.6% |
| 5Y | +40.9% | +82.3% | -41.3% | -20.6% |
| 10Y | +115.6% | +322.5% | -206.9% | -49.3% |
| All | +281.0% | +807.8% | -526.8% | -62.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling