+248.8%
ORA vs VOO
+800.4%
-551.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -1.6% | +2.6% | -4.2% | -3.8% |
| 30D | +2.6% | -2.0% | +4.5% | +4.3% |
| 3M | -20.2% | -2.8% | -17.5% | -18.2% |
| 6M | -32.1% | +2.2% | -34.2% | -33.4% |
| YTD | -17.9% | +11.5% | -29.4% | -25.7% |
| 1Y | -15.8% | +13.5% | -29.3% | -24.9% |
| 3Y | +56.0% | +78.1% | -22.1% | -9.3% |
| 5Y | +13.6% | +73.1% | -59.5% | -32.7% |
| 10Y | +106.9% | +310.7% | -203.8% | -49.9% |
| All | +248.8% | +800.4% | -551.7% | -65.6% |
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 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