-20.1%
ORN vs VOO
+309.6%
-329.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.6% |
| 7D | +4.8% | +2.6% | +2.3% | +2.1% |
| 30D | -12.0% | -2.0% | -10.0% | -9.6% |
| 3M | -21.8% | -2.8% | -19.0% | -18.8% |
| 6M | -50.7% | +2.2% | -52.8% | -51.1% |
| YTD | -23.8% | +11.5% | -35.4% | -30.9% |
| 1Y | -20.2% | +13.5% | -33.7% | -28.7% |
| 3Y | +53.9% | +78.1% | -24.2% | -9.5% |
| 5Y | +51.4% | +73.1% | -21.7% | -9.1% |
| All | -20.1% | +309.6% | -329.8% | -83.5% |
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