-37.7%
ORBS vs VOO
+20.9%
-58.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.4% | -6.5% | -4.6% |
| 7D | +12.4% | +0.1% | +12.3% | +12.8% |
| 30D | +34.7% | +0.1% | +34.6% | +35.4% |
| 3M | -7.0% | +2.0% | -9.1% | -14.3% |
| 6M | -20.7% | +13.0% | -33.8% | -60.4% |
| YTD | -47.8% | +13.6% | -61.4% | -75.5% |
| 1Y | -37.7% | +20.1% | -57.8% | -100.0% |
| All | -37.7% | +20.9% | -58.6% | -100.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling