-34.9%
ORC vs VOO
+82.3%
-117.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | 0.0% | +0.5% | -0.5% | -0.5% |
| 30D | +1.2% | -0.9% | +2.1% | +2.0% |
| 3M | +6.0% | +3.9% | +2.1% | +2.4% |
| 6M | -1.6% | +14.5% | -16.1% | -12.6% |
| YTD | +2.6% | +13.0% | -10.4% | -7.9% |
| 1Y | +9.4% | +19.4% | -10.0% | -6.7% |
| 3Y | +23.8% | +78.9% | -55.1% | -27.6% |
| 5Y | -34.9% | +82.3% | -117.2% | -63.1% |
| All | -34.9% | +82.3% | -117.2% | -63.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling