+53.0%
ORN vs VOO
+74.6%
-21.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | +11.0% | +3.3% | +7.8% | +7.3% |
| 30D | -16.4% | -2.7% | -13.7% | -13.4% |
| 3M | -23.0% | -1.7% | -21.2% | -21.0% |
| 6M | -48.3% | +3.1% | -51.5% | -49.2% |
| YTD | -23.0% | +11.9% | -35.0% | -30.1% |
| 1Y | -24.0% | +12.1% | -36.1% | -30.8% |
| 3Y | +55.2% | +78.6% | -23.4% | +1.9% |
| 5Y | +53.0% | +73.8% | -20.8% | +10.7% |
| All | +53.0% | +74.6% | -21.6% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling