-77.0%
ORCX vs VOO
+26.9%
-103.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -1.5% |
| 7D | +15.6% | +2.6% | +13.0% | +6.8% |
| 30D | -13.2% | -2.0% | -11.2% | -4.3% |
| 3M | -43.0% | -2.8% | -40.3% | -34.0% |
| 6M | -66.5% | +2.2% | -68.7% | -65.3% |
| YTD | -72.6% | +11.5% | -84.1% | -77.5% |
| 1Y | -79.3% | +13.5% | -92.8% | -83.7% |
| All | -77.0% | +26.9% | -103.9% | -84.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling