+65.9%
ORN vs VOO
+81.6%
-15.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.0% |
| 7D | +0.1% | -0.4% | +0.5% | +0.5% |
| 30D | -7.2% | -1.4% | -5.8% | -5.7% |
| 3M | -34.6% | +3.7% | -38.3% | -36.5% |
| 6M | -22.8% | +13.0% | -35.9% | -31.1% |
| YTD | -8.6% | +12.4% | -21.0% | -17.7% |
| 1Y | +26.3% | +18.6% | +7.7% | +8.5% |
| 3Y | +97.2% | +78.1% | +19.1% | +28.9% |
| 5Y | +65.9% | +82.3% | -16.4% | +13.0% |
| All | +65.9% | +81.6% | -15.7% | +13.0% |
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