+49.9%
ORR vs VOO
+27.2%
+22.8%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +0.7% | -2.7% | +3.4% | +1.9% |
| 30D | +1.3% | -5.4% | +6.7% | +4.1% |
| 3M | -1.9% | -4.1% | +2.1% | 0.0% |
| 6M | +5.4% | +0.7% | +4.7% | +4.8% |
| YTD | +13.4% | +8.7% | +4.7% | +8.4% |
| 1Y | +20.8% | +11.0% | +9.8% | +14.2% |
| All | +49.9% | +27.2% | +22.8% | +29.1% |
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