+814.7%
ORI vs VOO
+817.1%
-2.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.6% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -4.1% | +0.1% | -4.2% | -4.2% |
| 3M | +13.2% | +2.0% | +11.2% | +10.6% |
| 6M | -0.1% | +13.0% | -13.1% | -11.1% |
| YTD | -1.7% | +13.6% | -15.3% | -13.2% |
| 1Y | +10.7% | +20.1% | -9.4% | -7.4% |
| 3Y | +85.8% | +77.6% | +8.2% | +5.8% |
| 5Y | +141.5% | +82.4% | +59.1% | +31.8% |
| 10Y | +346.0% | +316.8% | +29.2% | +5.8% |
| All | +814.7% | +817.1% | -2.4% | +0.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling