-39.8%
ORGO vs VOO
+77.0%
-116.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.0% |
| 7D | -6.0% | -0.4% | -5.6% | -5.4% |
| 30D | -15.6% | -1.4% | -14.2% | -13.3% |
| 3M | -36.7% | +3.7% | -40.4% | -41.8% |
| 6M | -43.1% | +13.0% | -56.2% | -56.4% |
| YTD | -69.7% | +12.4% | -82.1% | -76.4% |
| 1Y | -67.9% | +18.6% | -86.5% | -77.8% |
| All | -39.8% | +77.0% | -116.8% | -80.7% |
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 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