+36.6%
ORLY vs VOO
+77.4%
-40.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | +0.2% |
| 7D | -2.4% | -0.8% | -1.6% | -2.2% |
| 30D | -6.8% | -1.1% | -5.7% | -6.5% |
| 3M | -4.8% | +3.9% | -8.6% | -5.6% |
| 6M | -9.1% | +13.6% | -22.7% | -12.2% |
| YTD | -5.9% | +12.7% | -18.6% | -9.0% |
| 1Y | -20.4% | +17.6% | -38.0% | -24.0% |
| 3Y | +36.6% | +77.3% | -40.7% | +15.7% |
| All | +36.6% | +77.4% | -40.8% | +15.7% |
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 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