+90.7%
ORN vs VOO
+77.8%
+12.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | +0.4% |
| 7D | +2.0% | +0.5% | +1.4% | +1.1% |
| 30D | -10.5% | -0.9% | -9.5% | -9.0% |
| 3M | -33.5% | +3.9% | -37.4% | -36.8% |
| 6M | -20.8% | +14.5% | -35.4% | -35.0% |
| YTD | -7.1% | +13.0% | -20.1% | -21.8% |
| 1Y | +25.1% | +19.4% | +5.6% | -2.6% |
| All | +90.7% | +77.8% | +12.9% | -3.3% |
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