+29.6%
ORC vs VOO
+78.4%
-48.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | -0.3% |
| 7D | +3.7% | +0.1% | +3.6% | +3.5% |
| 30D | +0.6% | -3.3% | +3.9% | +3.0% |
| 3M | -19.5% | -2.4% | -17.1% | -18.2% |
| 6M | -21.7% | +2.6% | -24.3% | -23.6% |
| YTD | -18.4% | +11.3% | -29.7% | -25.3% |
| 1Y | -17.9% | +13.4% | -31.4% | -26.1% |
| 3Y | +29.6% | +80.3% | -50.7% | -38.2% |
| All | +29.6% | +78.4% | -48.9% | -38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling