+375.5%
ORKA vs VOO
+82.8%
+292.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.2% |
| 7D | -0.1% | -0.8% | +0.6% | +0.4% |
| 30D | -14.0% | -1.1% | -12.9% | -13.3% |
| 3M | +34.9% | +3.9% | +31.0% | +31.1% |
| 6M | +168.5% | +13.6% | +154.8% | +145.3% |
| YTD | +204.8% | +12.7% | +192.1% | +180.3% |
| 1Y | +472.0% | +17.6% | +454.4% | +413.0% |
| 3Y | +598.2% | +77.3% | +520.9% | +424.6% |
| All | +375.5% | +82.8% | +292.7% | +253.7% |
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