+35.1%
ORCS vs VOO
+17.3%
+17.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +5.6% |
| 7D | +15.1% | -0.7% | +15.8% | +13.5% |
| 30D | +9.8% | -1.1% | +10.9% | +8.0% |
| 3M | +9.1% | -0.3% | +9.4% | +9.9% |
| 6M | +22.2% | +7.4% | +14.8% | +44.4% |
| YTD | +20.3% | +13.4% | +6.9% | +58.5% |
| All | +35.1% | +17.3% | +17.8% | +89.9% |
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