+224.6%
ORRF vs VOO
+317.9%
-93.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | -0.6% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | +9.4% | -3.3% | +12.7% | +12.4% |
| 3M | +5.0% | -2.4% | +7.4% | +6.9% |
| 6M | +21.6% | +2.6% | +19.0% | +18.2% |
| YTD | +29.2% | +11.3% | +17.9% | +16.8% |
| 1Y | +35.6% | +13.4% | +22.2% | +20.4% |
| 3Y | +125.2% | +80.3% | +44.9% | +31.8% |
| 5Y | +107.7% | +72.7% | +35.0% | +24.1% |
| 10Y | +224.6% | +310.0% | -85.4% | -10.9% |
| All | +224.6% | +317.9% | -93.3% | -10.9% |
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