+591.6%
ORKA vs VOO
+77.0%
+514.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | -0.1% | -0.4% | +0.2% | +0.3% |
| 30D | -13.0% | -1.4% | -11.6% | -11.5% |
| 3M | +36.7% | +3.7% | +33.0% | +30.6% |
| 6M | +171.9% | +13.0% | +158.9% | +134.7% |
| YTD | +201.9% | +12.4% | +189.4% | +162.4% |
| 1Y | +470.1% | +18.6% | +451.5% | +367.8% |
| All | +591.6% | +77.0% | +514.6% | +352.8% |
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