-17.0%
ORC vs VOO
+541.7%
-558.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.8% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | +3.6% | +0.1% | +3.5% | +3.5% |
| 3M | +2.5% | +2.0% | +0.5% | +0.6% |
| 6M | -3.0% | +13.0% | -16.1% | -12.7% |
| YTD | +2.7% | +13.6% | -10.8% | -7.9% |
| 1Y | +9.9% | +20.1% | -10.2% | -6.3% |
| 3Y | +20.7% | +77.6% | -56.8% | -26.4% |
| 5Y | -35.2% | +82.4% | -117.7% | -61.7% |
| 10Y | -33.3% | +316.8% | -350.2% | -77.4% |
| All | -17.0% | +541.7% | -558.8% | -76.3% |
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