-65.1%
ORGO vs VOO
+78.5%
-143.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.1% | -0.4% | -15.7% | -15.3% |
| 7D | -0.4% | +2.6% | -2.9% | -4.4% |
| 30D | -28.9% | -2.0% | -27.0% | -25.8% |
| 3M | -54.0% | -2.8% | -51.2% | -51.2% |
| 6M | -70.0% | +2.2% | -72.2% | -71.5% |
| YTD | -84.4% | +11.5% | -95.9% | -87.6% |
| 1Y | -87.0% | +13.5% | -100.4% | -90.1% |
| 3Y | -65.1% | +78.1% | -143.2% | -89.4% |
| All | -65.1% | +78.5% | -143.5% | -89.4% |
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