-13.7%
ORMP vs VOO
+777.9%
-791.6%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.0% |
| 7D | -6.1% | -2.7% | -3.4% | -4.0% |
| 30D | -11.7% | -5.4% | -6.3% | -7.7% |
| 3M | -10.2% | -4.1% | -6.2% | -7.3% |
| 6M | -1.5% | +0.7% | -2.3% | -2.1% |
| YTD | +45.3% | +8.7% | +36.6% | +36.7% |
| 1Y | +88.2% | +11.0% | +77.2% | +74.6% |
| 3Y | +112.3% | +75.5% | +36.9% | +38.1% |
| 5Y | -84.6% | +68.4% | -152.9% | -89.6% |
| 10Y | -31.0% | +315.7% | -346.7% | -71.7% |
| All | -13.7% | +777.9% | -791.6% | -67.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling