-57.8%
ORCX vs VOO
+27.9%
-85.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | +0.2% |
| 7D | +22.1% | -0.4% | +22.4% | +23.6% |
| 30D | +11.1% | -1.4% | +12.5% | +17.5% |
| 3M | -44.9% | +3.7% | -48.6% | -49.5% |
| 6M | -10.7% | +13.0% | -23.7% | -33.9% |
| YTD | -49.7% | +12.4% | -62.1% | -61.6% |
| 1Y | -73.4% | +18.6% | -92.0% | -82.3% |
| All | -57.8% | +27.9% | -85.7% | -73.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling