-90.9%
ORGO vs VOO
+80.3%
-171.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.6% |
| 7D | -6.7% | -2.0% | -4.7% | -3.6% |
| 30D | -19.0% | -1.7% | -17.4% | -16.8% |
| 3M | -38.1% | +4.7% | -42.8% | -43.0% |
| 6M | -43.5% | +12.6% | -56.1% | -53.9% |
| YTD | -70.5% | +11.8% | -82.2% | -75.5% |
| 1Y | -68.5% | +17.5% | -86.1% | -76.0% |
| 3Y | -39.5% | +77.0% | -116.5% | -73.0% |
| 5Y | -90.9% | +82.6% | -173.4% | -95.7% |
| All | -90.9% | +80.3% | -171.2% | -95.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling