+78.3%
ORI vs VOO
+77.5%
+0.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.4% |
| 7D | +4.5% | -0.6% | +5.1% | +4.6% |
| 30D | +6.2% | -3.6% | +9.8% | +7.4% |
| 3M | -3.9% | -2.7% | -1.1% | -3.1% |
| 6M | +4.9% | +2.2% | +2.6% | +3.5% |
| YTD | -3.8% | +10.9% | -14.7% | -8.4% |
| 1Y | +6.8% | +11.3% | -4.6% | +1.4% |
| All | +78.3% | +77.5% | +0.8% | +41.2% |
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