-16.8%
ORC vs VOO
+12.4%
-29.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | +0.1% |
| 7D | +3.7% | +0.1% | +3.6% | +3.4% |
| 30D | +0.6% | -3.3% | +3.9% | +2.6% |
| 3M | -19.5% | -2.4% | -17.1% | -18.5% |
| 6M | -21.7% | +2.6% | -24.3% | -23.5% |
| YTD | -18.4% | +11.3% | -29.7% | -25.7% |
| All | -16.8% | +12.4% | -29.2% | -24.5% |
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