-29.3%
ORMP vs VOO
+314.4%
-343.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +2.9% |
| 7D | 0.0% | -0.9% | +0.9% | +0.9% |
| 30D | -3.3% | -2.3% | -0.9% | -1.1% |
| 3M | -2.8% | -1.2% | -1.7% | -1.8% |
| 6M | -10.6% | +3.3% | -13.9% | -13.1% |
| YTD | +55.4% | +12.3% | +43.1% | +41.0% |
| 1Y | +83.1% | +12.5% | +70.6% | +66.0% |
| 3Y | +130.7% | +79.2% | +51.6% | +37.9% |
| 5Y | -84.1% | +75.7% | -159.8% | -90.3% |
| 10Y | -29.3% | +313.7% | -343.0% | -76.2% |
| All | -29.3% | +314.4% | -343.8% | -76.2% |
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