+366.2%
ORI vs VOO
+309.6%
+56.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | +0.2% | +2.6% | -2.4% | -1.9% |
| 30D | +3.3% | -2.0% | +5.3% | +4.6% |
| 3M | -6.5% | -2.8% | -3.7% | -4.8% |
| 6M | +3.9% | +2.2% | +1.7% | +1.1% |
| YTD | -5.8% | +11.5% | -17.4% | -15.2% |
| 1Y | -0.4% | +13.5% | -13.9% | -11.8% |
| 3Y | +74.6% | +78.1% | -3.5% | +1.6% |
| 5Y | +112.4% | +73.1% | +39.2% | +25.4% |
| All | +366.2% | +309.6% | +56.5% | +24.1% |
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