+361.0%
ORLY vs VOO
+325.3%
+35.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.2% |
| 7D | -2.4% | -0.8% | -1.6% | -1.8% |
| 30D | -6.8% | -1.1% | -5.7% | -6.1% |
| 3M | -4.8% | +3.9% | -8.6% | -7.4% |
| 6M | -9.1% | +13.6% | -22.7% | -17.0% |
| YTD | -5.9% | +12.7% | -18.6% | -13.8% |
| 1Y | -20.4% | +17.6% | -38.0% | -29.4% |
| 3Y | +36.6% | +77.3% | -40.7% | -12.4% |
| 5Y | +117.3% | +84.1% | +33.2% | +33.4% |
| All | +361.0% | +325.3% | +35.7% | +40.0% |
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