-63.4%
ORCU vs VOO
+16.9%
-80.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.3% | +7.2% |
| 7D | +31.4% | +0.5% | +30.9% | +28.6% |
| 30D | +19.0% | -0.9% | +20.0% | +25.4% |
| 3M | -47.2% | +3.9% | -51.1% | -53.1% |
| 6M | -10.2% | +14.5% | -24.7% | -40.8% |
| YTD | -48.1% | +13.0% | -61.1% | -63.0% |
| All | -63.4% | +16.9% | -80.3% | -76.7% |
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